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Technology Stocks : How high will Microsoft fly?
MSFT 485.49+1.8%Nov 26 3:59 PM EST

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To: dav who wrote (43818)4/28/2000 7:51:00 PM
From: SunSpot  Read Replies (4) of 74651
 
You should read the document. Their plan is not to split it up in a way, that only makes one company able to use a technology. All common technologies and intellectual properties between Windows and Applications will belong to MSFT Apps, but licensed freely to MSFT Windows.

What they want to do is:

- MSFT Apps will be the real successor of Microsoft. All real properties go into that company, and they will stay competitive, they are just getting independent of the Windows platform. Things will work as usual, but other companies will have the same access to the Windows platform. Since everybody has the same access to the Windows platform, there will be no benefit in only developing for Windows, and therefore I think it will be most likely that we see MSFT apps on more platforms than today.
- MSFT Windows will be a platform company, trying to deliver a better platform than Apple.

It will not kill MSFT and it will not make MSFT products less integrated. MSFT may have a hard time on the stocks, but it will survive and get running again.

By the way, to the list: Do you trust Ballmer, or don't you? I remember both "Microsoft will not be broken up", "PE should be 25".
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