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Technology Stocks : BEAS - Information request

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To: Ron Sigourney who wrote ()	4/15/1997 1:37:00 PM
From: Boyce Burge	of 10

Another thought. Should we worry about Microsoft crushing BEAS and others like it?? Apparently not. Read this excerpt from an Upside intervew this month with Rick Ecklund on the subject of MSFT dominance:: Is there any room left for competitors? There will be a lot of middleware to make NT more robust. There's a huge opportunity to take advantage of the more than 100 percent growth that multiuser NT is experiencing. Also, the further you get from the OS layer, the safer you are. Microsoft doesn't have end-market expertise. It has no vertical expertise. The risk decreases the further you get from the OS. Microsoft has failed in its efforts to be a leading vendor in a number of areas. Accounting software is an example; Microsoft bailed out of Microsoft Profit. Intuit is still the leading vendor of finance software. Microsoft attempted to dislodge Adobe Systems [from the page-documentation-language market]. For home and entertainment software, there are a number of successful companies that Microsoft hasn't felt it worthwhile to go to the mat over. I don't think we should give Microsoft too much credit.

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