How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 486.83

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3:59 PM EST

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To: Scotsman who wrote (6983)	5/12/1998 11:38:00 PM
From: Hal Rubel	Read Replies (3) of 74651

Citizen Gates Today's ruling, by creating a breathing spell, may also create a window of opportunity for sincere negotiation between Gates and the Department of Justice (DOJ). The DOJ is most likely to escalate the quality and depth of its efforts from here on. Once shipped, it can not be unshipped no mater the damage. I too expect that Netscape is mortally wounded, but I would expect it to stagger on for a while. Apple is reported to have 1.8 billion dollars in cash, but I do not think they will buy Netscape out or buy the rights to Navigator and follow in Microsoft's footsteps to tie up its share of access to the internet. Through some sort of marketing deal, Apple is currently obligated to include Microsoft Explorer with Mac OS. Effectively preempted out of the vast (96%)Windows and the tiny (4%) Mac PC market, I would expect that consumers will never see a major browser upgrade from Netscape. This means that Microsoft Explorer is under no competitive pressure to upgrade either. Well, maybe one upgrade to keep Navigator in its grave. But, thats marketing, not innovation. Why innovate when marketing is good enough. HR

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