MSFT Internet Explorer vs. NSCP Navigator Message Board

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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Reginald Middleton who wrote (23618)	11/19/1999 11:32:00 AM
From: Harvey Allen	Read Replies (2) of 24154

Reg- You sound like you're trying to talk Microsoft's stock up. Remember a lot of people can get hurt if you're wrong. Read about the value of Post-Monopoly Microsoft in Ramsey Su's and my comments here: siliconinvestor.com Ramsey Su sized up Microsoft's position... A $20 billion revenue company is not worth $460 billion market cap without being a monopoly. Let us give it a 10X sales valuation. Then MSFT should have a market cap of $200 billion or about $40 a share. Second, without the monopoly, Windows should be at most a $50 retail product, especially the upgrades which should be a $10 product. How MSFT can maintain the $20 billion rev would indeed require some of what Bill Gates claims all along - innovation. Unfortunately, MSFT has never been known for innovation. Harvey Allen saw a different scene... Standard Oil and AT&T monopolized commodities and the parts were able to stand alone. Microsoft's monopoly uses the network effect and the parts are worthless alone. Do you really think Microsoft Office is worth $800. when Sun is giving away Star Office for nothing? In another post Ramsey Su explains the difference between AT&T and Micrsoft. SR, there are way too much difference between the ATT break up and the current situation. Most important is probably the valuation. T was NOT making the rev they could be making so a break up opens the profit centers. I don't see MSFT having any products that can compete as a baby bell. Ramsey Message 11827491

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