How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 503.37

-1.6%

Nov 13 3:59 PM EST

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To: Uncle Frank who wrote (27925)	8/5/1999 6:10:00 PM
From: Frank Ellis Morris	Read Replies (1) of 74651

>>AOL's adoption rate will decline, though their retention rate will still be high. But their business model will be severely damaged. I don't think content is an issue any more. With msn as an isp and Yahoo as your home page, you don't give up much in terms of content or ease of use vs. aol. In that post, I didn't even factor in the impact of dell and gateway giving away free isp along with their computers, which will hammer away at aol from the other side while they are confronting msft. It is hard to imagine that aol will emerge unscathed from the titanic forces at play against them. And once their growth slows, the market will really turn on them.<< Frank for similar reasons I too see the threat that Microsoft may have on AOL going forward. If I had a business and Mr Softe wass mad at me, I would do everything in my power to make MSFT happy. There is much bad blood between Case and Gates but Gates is the Great White Shark in the water smelling the Blood of Case. What in the world is going to happen with my shares of AOL going forward?? I am getting a bit concerned. Frank

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