How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 480.50

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12:25 PM EST

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To: johnd who wrote (51359)	10/17/2000 4:32:27 PM
From: Dave	Read Replies (1) of 74651

"Similar to Gateway, Microsoft is a beyond the box company. 30%+ of microsoft's business today is non-desktop. That 30% is in MSN, Enterprise server s/w, carpoint, msnbc, homeadvisor, expedia, pocket PC, wireless s/w. That 1/3rd of business is most likely growing at 30 - 50% rate. That is a terrific growth rate." What are you talking about? Microsoft's non-OS, non-Office-Suite businesses lose about 1.5 BILLION dollars a year. How is that 30% of their business? Is it 30% of their expenses maybe? And if that increases by 30-50% a year, how is that terrific? Dave

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