How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 507.49

-0.6%

Nov 17 3:59 PM EST

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To: William Hunt who wrote (26666)	7/19/1999 4:15:00 PM
From: Alan Buckley	Read Replies (1) of 74651

The Sidewalk deal sounds effectively like a "merger" of City Search and Sidewalk, i.e. the reasoning is the sum is greater than the parts. As far as generating ad revenue, I can see how that would be true. The serious advertisers have national scale needs and one-stop shopping is going to be very attractive to them. Anyone who has bought event tickets knows that TicketMaster has an effective monopoly there. So MSFT gets 9-13% of TicketMasters monopoly in return for a business outside their area of expertise that's running in the red. Seems sensible. Paul Allen had a big stake in TicketMaster at one time. Anyone know if he still does? Very interesting that they kept the Yellow Pages.

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