How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 491.13

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12:47 PM EST

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To: Gerald Walls who wrote (33214)	11/8/1999 3:20:00 PM
From: cheryl williamson	Read Replies (4) of 74651

Gerald, Each box builder implements this standard and they do indeed own that particular implementation of that hardware standard, and probably have or have licensed patents on certain parts of that implementation. No Gerald. This is where you are wrong. The PC has always been, and will always be an off-the-shelf product. DELL, CPQ, Gateway etal. are screwdriver companies, not engineering companies. They act as resales channels for component producers like INTC, QNTM, LSI etal. This is why you have your highly vaunted "standard O/S" for the PC, so that one copy of Windows runs on anyone's hardware. The O/S should be public domain because it drives the hardware, which is public domain. The applications are qualitatively different because they don't necessarily have to run on any particular piece of hardware. So Intuit can make Quicken for PC's and Quicken for Mac's and their code can stay protected. Don't confuse O/S's with applications. It's true that they are both software but they have nothing in common functionally. cheers, cherylw

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