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Technology Stocks : How high will Microsoft fly?
MSFT 492.01+1.3%Nov 28 9:30 AM EST

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To: John F. Dowd who wrote (4204)12/11/1997 8:41:00 PM
From: John F. Dowd  Read Replies (3) of 74651
 
To All:

What if the functionality of Explorer 4.0 is imbedded in Windows98? Then suppose MSFT issues some suite of tools called say Voyager that is ActiveX/Java oriented enabling a greater internet experience will the judge then say they are flaunting the spirit and intent of his decision or will Gates have outmaneuvered all by such a step? Where does it end? It seems the only thing MSFT has overstepped on is the heavy arm twist put on the box makers and it also seems that they and the judge see it as such and there will be no further contest. Once the internet is imbedded in the OS what will NSCP say? After all MSFT wasn't selling IE anyway! Will they NSCP et al cry foul forgetting after all that was the intent of NSCP, that was to move the internet to the desktop? I think by 1998 the game is done. The core of the internet will be in the imbedded browser residing under an icon in the margin of the Windows Desktop. Further enhancements will be add-ons "sold" separately. MSFT 10 Reno/NSCP 0!

Viva Za Gatza
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