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Technology Stocks : Frank Coluccio Technology Forum - ASAP
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To: Jay Lowe who wrote (582)12/1/1999 5:01:00 PM
From: Reginald Middleton  Read Replies (1) of 1782
 
MSFT is going to act as they have always acted, aggressively and strategically. I actually think we have them by the short and curlies, but I am well aware of the damage they can do if they decide to sacrifice some revenue. I doubt very seriously if they will do this in the near term, though. They are better off buying the front runner WAN vendor and building on top of that than competing head to head using their cash cow office suite.

<Agreed that WAN apps can cherry-pick desktop functionality, but Windows itself represents a LOT of functionality at many layers. WAN apps have a VERY long way to go if they propose to re-invent all this.>

I disagree with this. We are moving very quickly in the reproduction of desktop functionality. We are accomplishing this by refusing to reproduce the desktop, but actually replicating and improving the functionality of the desktop. Instead of trying to be Windows and Office, we are creating something newer and more modern. The major drawback to WAN's is latency and bandwith. With over 100 billion dollars in investment for the LTM, that problem is being solved by others, including MSFT.

I will post the opinion paper on the NuoMedia site within couple of hours. It will give you a more indepth view of MSFT, the markets view of WAN app vendors, and what we are accomplishing.
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