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Technology Stocks : How high will Microsoft fly?
MSFT 472.75+0.1%10:19 AM EST
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To: Ex-INTCfan who wrote (25702)7/8/1999 10:51:00 AM
From: ToySoldier  Read Replies (2) of 74651
 
INTCfan,

The dynamics in the industry in 1991 are night-day different than they are today. The Internet Dynamics, the extreme drive for OPEN standards, the industry ganging mentality against MSFT (the industry bully, the countless and significant court cases against MSFT, the Y2K issue, the new excitement of an open-platform contender to MSFT's platform called Linux, and the never-ending delays in MSFT products make your theory completely non-valid.

The MSFT Management that made MSFT a success was completely based on dealing with a different set of dynamics. MSFT thrived in a "Closed Proprietary" environment that they had a monopoly on. It was easy to thrive once MSFT gained this monopoly. Well the industry is quickly forcing MSFT to play in an OPEN standard world. MSFT's mediocre products will not compete favorably in this world when there are better product options and it will still interoperate with MSFT's current products. MSFT will not be able to force their proprietary standards on the industry since that strategy is now being frowned on - unlike 5 years ago.

Sorry INTCfan, I completely disagree with your logic on a good management in 1991 will make for a successful MSFT today.

Toy
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