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Technology Stocks : How high will Microsoft fly?
MSFT 485.49+1.8%3:59 PM EST
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To: SunSpot who wrote (43839)4/28/2000 8:16:00 PM
From: Valley Girl  Read Replies (2) of 74651
 
I'll add my two cents:

I'm not sure the apps company would be the one true successor. Re. your comment about competing with Apple, that takes too narrow a view of what MSFT has to offer. Windows is already much much better than the Mac OS, at a deep internal level it's grown up while the Mac hasn't. Unlike Apple, MSFT has an OS (W2K) that could run servers. Another thing to consider is that the OS is still the cash cow for this company.

There are two very different classes of "apps" that the apps company would end up with. The Office-like stuff there is virtually no market for beyond Windows and maybe Mac, so not much to gain by (for example) doing a Linux version. The server stuff, on the other hand, could benefit a lot from being opened up on other platforms. Right now because of their NT-only strategy they're limited to playing only where NT itself can play, which is only where Intel can play, which has left them out of the high end of the enterprise space.

Which of these would get the browser and put out new versions? Hopefully the browser will continue to be free with Windows (or with Office), whichever company gets it in the split. Assuming there is a split, o'course! :)

P.S. in the split, which company gets the lawsuits? ;-)
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