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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Norman Hwu who wrote (18162)3/25/1998 5:04:00 AM
From: Alan Buckley  Read Replies (2) of 24154
 
[When a company wipe out all competitors, without any innovative products in a short period. It is absolutely something wrong]

What you are overlooking is NT. Just 4 years ago the industry laughed at NT, saying there was no way MSFT could build a competitive server side business before 2005. Now, many if not most analysts have NT winning 50% of the $20B server market in the next 3 years. That's a DOUBLE of MSFTs entire revenue on new NT Server business ALONE.

And that doesn't factor in the momentum of NT on the desktop where it is growing far faster than earlier predictions. Part of this is brand new money replacing Unix workstations. Part of it is better money from replacing Windows9x with a higher end product at 3 times the cost.

MSFT has succeeded in their oft-stated goal of obsoleting their own products before someone else does. Any other company that achieved the above would be enjoying a similar surge in profitability and influence.
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