How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 481.43

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10:15 AM EST

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To: Tony Viola who wrote (28474)	8/22/1999 7:47:00 AM
From: Teflon	Read Replies (2) of 74651

Actually Tony, I think you're both a little off. To me, it's a "Consumer's Market", and that's who holds the trump card. If the consumer/customer demands a Windows platform, then MSFT will have the leverage, and if they're indifferent, MSFT's leverage will diminish over time -- btw, not necessarily a terrible thing. My instincts and experience in the Market tell me that it will likely be a mix of both, varying by customer segment. That's why I keep coming back to the point about MSFT's management team and resource pool. One has to have confidence in their ability to execute without relying upon monopolistic force in the Market, or one should move their investment into a different issue. I don't think anyone can justify MSFT maintaining their lock on the Market going forward, but luckily, IMHO, they don't need that lock to excel. Teflon

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