How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.52

-2.8%

Dec 10 3:59 PM EST

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To: John F. Dowd who wrote (34790)	11/24/1999 5:06:00 PM
From: nommedeguerre	Read Replies (1) of 74651

John, "If someone owed me $10,000,000, especially someone who could afford to pay, I would say that they were a bad credit and worse than a guy who was in a little trouble at the time. By the way IBM eventually paid." If you were building a house and had a contract with a carpenter which read that the final payment would be due upon completion of the house on such and such a date; would you be a bad credit risk if he didn't finish the job on the date assigned and you withheld the final payment until he met the contractual obligation of finishing the house? A bad credit risk is someone who doesn't meet their end of the agreement. You must see this point at least? I am sure IBM eventually paid but it was probably only after MSFT met its contractual obligations whatever they were. This happens every day between businesses at every level. "The Power PC does not directly compete with Athlon. The market for the Power PC is bounded by AAPL." Check out the benchmarks for desktops; they usually compare PowerPC performance with an Intel(Athlon)-equipped equivalent. Apple is the only desktop that uses the PowerPC but by far PCs are not the only application where a PowerPC competes with an Intel processor. "In fact according to JJ they are not even in the same universe or is that only when dealing with "monopolies" as per JJ's definition?" The PowerPC (via APPLE) is not included in the scope of the monopoly for the same reason that the Amiga wasn't. They do not constitute a significant share of the market under question. Would you include Cessna in a monopoly case against Boeing? Both produce aircraft for public/private consumption therefore they are equal in terms? Hardly. "Finally since you brought the car analogy up would it be wrong for Ford to sell cars equipped with Pirellis if they owned Pirelli? Probably not." No, but I noticed that I could buy one without tires if I desired. In fact, I can buy a truck without a bed or just buy the engine, you name it. Radios are optional in most Ford brochures. IE is not optional. Can I modify the OS in the same way that I can modify an automobile? With MSFT, I would have to run DUAL WHEELS front and rear: the inside rim holdings Pirellis, the outside holding Firestones. You can never remove the Pirellis because they are welded to the axle (or so the factory rep tells us). Cheers, Norm

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