How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.47

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Dec 12 3:59 PM EST

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To: JC Jaros who wrote (51680)	10/19/2000 12:38:17 PM
From: rudedog	Read Replies (1) of 74651

JC - re: "Maybe I'm ahead of the curve here with this IP thing. " I think actually you are 40 years BEHIND the curve. When I first started programming in the mid-60s, there was no software for sale. You got OS and applications from IBM or Burroughs or Univac or GE, you "rolled your own" programs to actually make use of that, and any new additions were on a subscription basis. That was still the IBM model in the late 80s although they had started to shift because of the pressure from the government's anti-trust suit. The ASP and other provider models look to me like the same exact business model, just re-treaded for the internet. Even down to the per-processor licensing models with different sliding scales for the power of the processor. I still have some DB2 licensing agreements for a 3090-600J which read exactly like Oracle's "new" licensing scheme. Maybe more Ellison "dumpster diving"??

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