How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 476.93

+0.6%

Nov 25 3:59 PM EST

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To: Spartex who wrote (25708)	7/8/1999 12:47:00 PM
From: codawg	Read Replies (2) of 74651

I don't want to prove you a fool, QuadK. We could enter into a long discussion about MSFTs NOS strategy vs. NOVLs and the relative merits of the directory services. I used to be in this industry until I left in Feb to trade full-time. MSFT is involved in MANY areas and they do not need to beat NOVL to succeed. On the W2K front, every Fortune 500 IT department is considering when to migrate to Windows 2000 and which apps to run on it. Regardless of whether they use it for NOS and Active Directory (and many will) they will use it as an app server at the very least. They won't have a choice as most apps are written for this platform. Not to mention the old axiom that "No CIO has ever been fired for buying Microsoft products." NOVLs recent success has been due to a focus on their own strengths, not an attempt to beat MSFT at their game. My points in the previous message are not meant to be biased. It's a question of risk vs. reward. I wanted to point out that you will always get better upside performance in higher risk company that performs well (NOVL) than you will in a lower risk company that performs well (MSFT).

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