How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 477.19

-0.4%

Jan 12 3:59 PM EST

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To: Brian Malloy who wrote (2688)	8/12/1997 6:50:00 AM
From: Bill Fischofer	of 74651

Good points For me the key thing to watch is the velocity of change and who is driving it. Ever since late 1995, MSFT has kicked in the afterburners and is now accelerating at neck-snapping rates. Have you noticed that the FrontPage 98 beta was just posted yesterday, including full authoring capabilities for channels? While lots of erstwhile competitors talk a good strategy, MSFT just keeps pumping out product. IBM, of course, is famous for this. Notice all the smoke now billowing about "Bluebird" and other "directions". SUNW is little better. How many Java-related products has SUNW released over the past two years? The JDK is still under construction, HotJava remains a research demonstration, JavaBeans is still in the "white paper" stage, etc. In that same time MSFT has gone from a standing start to leading the pack in terms of actually shipped products. When Windows CE 2.0 hits later this year with full Java support they'll leapfrog SUNW in the "embedded Java" market too. Despite their protestations, SUNW has already lost effective control of the Java market not because MSFT is evil, but because SUNW hasn't delivered the goods. A war of words will never match the war of products that MSFT continues to unleash. Static analysis will never reveal just how powerful MSFT has become. It is their ability to move rapidly and accurately to exploit new market opportunities more than anything else which has earned them their place as the technology leader. It's not enough to have a strategy. One must execute that strategy and be able to react nimbly in an environment of constant change. MSFT has demonstrated its mastery of this process while its rivals (with the notable exception of NSCP) have simply "talked the talk".

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