How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 493.80

-2.7%

Nov 18 3:59 PM EST

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To: Sir Francis Drake who wrote (26722)	7/19/1999 6:56:00 PM
From: Bill Fischofer	Read Replies (1) of 74651

Re: Domestic vs. International Au contraire, MSFT should continue to experience strong growth both domestically as well as internationally. Consider the following "virgin territory" opportunities which MSFT has been carefully cultivating which it will begin to infiltrate in FY2000: 1. Enterprise computing. Win2K marks the beginning of MSFT's push for a "place at the table" in the highest echelons of corporate computing. Forget $49 OEM licenses, this is a market where IBM has been charging $100K and up per month for OS licenses for ages. Similar lush margins abound for enterprise-class database and networking software. It will be many years before MSFT exhausts this opportunity. The assault begins this Fall. 2. Automotive computing. Today there are effectively zero AutoPCs on the market. In five years a car without an onboard PC will be as incomplete as a car without a decent audio system is today. A fertile growth market for MSFT. 3. Livingroom computing. All those cable investments will move MSFT's home presence from the den to the livingroom as settop boxes and digital TVs provide another channel for MSFT software and services. The camel's nose is already under the tent. Watch for major inroads here over the next few years. 4. E-commerce. Hotmail, MSN, Expedia, Carpoint, etc. We ain't seen nothin' yet. No company is better positioned through its myriad alliances and partnerships to deliver e-commerce to the masses. This will be a major driver for MSFT in the years ahead. So while I agree that the international market will continue to represent a huge growth opportunity for MSFT's traditional desktop OS business, MSFT's future is off the desktop and it will be the domestic market where we will first see that strategy unfold.

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