How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 492.90

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9:53 AM EST

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To: Sir Francis Drake who wrote (26722)	7/19/1999 9:52:00 PM
From: JP Sullivan	Read Replies (1) of 74651

it has significant competition with political hurdles and nationalistic issues Morgan, This is probably truer in Europe, where things American are well... "tolerated," shall we say. But in Asia, at least in Southeast Asia, MSFT is really big and everywhere. It's virtually 90% Windows out here and hardly any competition. With soooo much money in the bank and such great visibility, MSFT is the darling of just about every cash-strapped Asian government. Which Southeast Asian nation doesn't aspire to have the next Bangalore (the Indian equivalent of Silicon Valley) in one of its states? And since they believe MSFT is the ticket to this dream, they would probably kill to have BG go and do a Cambridge on them. As far as I can tell, MSFT has a brilliant future in Asia. This is certainly a growing market for MSFT despite its high penetration rate. During the height of the Asian crisis, the industry that suffered least (and actually grew in some sectors) was the IT/Software industry. Asian governments have caught the IT bug and MSFT is sweetly positioned to sell them the cure. Winston

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