How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 506.00

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3:59 PM EST

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To: John F. Dowd who wrote (34259)	11/18/1999 5:36:00 PM
From: PMS Witch	Read Replies (1) of 74651

History lesson... IBM cobbled together a microcomputer using an Intel processor. The IBM name gave this less than stellar machine some credibility. IBM needed an OS. Digital Research snubbed IBM. Microsoft rolled out the red carpet. Bill Gates agreed to supply DOS to IBM, BUT NOT EXCLUSIVELY. Because DOS was available to others, clones sprang into existence. Compaq and Dell are clones. Bill Gates pulled the wool over IBM's eyes and the PC industry was established. Bill Gates saw the potential of selling a $100 program (Windows) which would give a PC (cheap) the functionality of a Mac (expensive). (Here's where I realize I'm mixed up about who I'm posting to. I thought I was posting to CW...) If I were with SUN, I'd want Microsoft to continue down their current path, because, on that path, they don't pose a threat. The last thing I'd want would be having Microsoft looking in my direction while seeking a new opportunity for themselves. The path is littered with the remains of companies that were flattened by Microsoft. Don't get caught up in the events of today and consequently fail to see the overall picture developing over time. I admire your resolve in supporting your employer's position on this thread and they are fortunate to have such a loyal employee. Likewise, Microsoft shareholders have strong feelings about their company. I doubt anyone's mind will change after reading either your or my posts, but it's always rewarding to see the situation from another perspective. Thank-you for your participation. Cheers, PW.

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