How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 483.03

+0.5%

Dec 5 3:59 PM EST

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To: t2 who wrote (23829)	6/8/1999 5:43:00 PM
From: John F. Dowd	Read Replies (2) of 74651

t2k: Right on! The liberality of the media has spread even to the financial talking heads. The strange thing is that these guys (it doesn't matter what channel)have at best a meager understanding of business fundamentals yet everyone listens to them as if they were oracles. Lou Dobbs has always been a pain in the neck. Actually I think Bloomberg might be worse than CNNfN. Of course that guy Jim Young who reports from some alien nation smiles every time an anti-MSFT spin is placed in front of him to read. As afurther example of this type of reporting look at the the spin on this report filed by Red Herring: Office 2000 Week?! In the technology industry, there's nothing quite as extravagant as a major Microsoft product launch. When Microsoft launched Windows 95 on its Seattle campus, even the weather fell into line -- an awesome display of Microsoft's dominance. On Monday, here in San Francisco, Microsoft launched the latest version of its most important application, Microsoft Office. SF mayor Willie Brown proclaimed it "Office 2000 Week" before he turned the stage over to MS president Steve Ballmer, who then took us on a tour of this ambitious productivity suite. What I find most interesting about Office is the way Microsoft will use it to leverage its way into the growing ASP (application service provider) business. You see, in order to fully use all of the spiffy Office 2000 workgroup features, you need an Internet server that runs the Office Server Extensions, which, not surprisingly, only run on Windows NT. Concentric and Verio have already announced support for the OSEs. It will be interesting to see how quickly other ISPs fall into line, and how they market and sell their Office 2000 support. DOJ will be into SQL and Server software next. BO doesn't see a witch hunt when it is in full bloom. He would have thought that those folks burning in Salem were guilty. JFD

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