How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 454.66

-1.1%

Jan 20 3:59 PM EST

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To: dybdahl who wrote (66714)	4/4/2002 1:20:38 PM
From: alydar	Read Replies (2) of 74651

hi dyb, i look at it a little bit differently. back in 95 when netscape introduced their browser msft saw that as their main threat. instead, it was actually products such as databases and internet applications. imjo, msft made a huge mistake by going after netscape instead of orcl, sap, psft, sebl, among the other niche internet software applications providers. their purchase of great plains was a catch up plan but has not introduced anything innovative to date. life is about choices and msft chose to attack a poor little startup in netscape. this was a huge mistake and they should have focused their efforts on large enterprise applications. they did not and will pay the price. they may decide to buy their way into this segment but it will cost them dearly and they still will be playing catchup. companies do not sell when things are going well. companies like sebl, itwo, manu, cmrc, arba, etc. are buyout candidates. rocky.

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