How high will Microsoft fly? Message Board

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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: ed who wrote (8973)	7/6/1998 3:09:00 PM
From: Bearded One	Read Replies (2) of 74651

ed-- I'll restate my position, but not in detail. For that, you can do a search on my posts. 1) My comparison of Intel to Microsoft concerned investor approval, not their core business. If anything, most people believed Intel to have a stronger monopoly than Microsoft. As you put it yourself "more advance software needs more powerful PC's," so few people expected Intel to run into problems. 2) Whether or not you or I think the DOJ case has merit, the Feds and 20 States think it has merit. Ask the tobacco companies what it does to business when the states team up against you. 3) If NT5 is not a big deal, then why bother with it? You can't have it both ways. If NT5 success is great for Microsoft, then NT5 failure is terrible for them. What if you believed that Microsoft would never crack the large-scale transaction server market? Microsoft said it is "betting the farm" on NT5. That's a quote from the top. So if it loses, it loses the farm? 4) If Windows 98 is not a big deal then why bother? Same arguments as above. 5)In toto, you can't claim a company will take over the world and simultaneously discount the importance of its future products. Will NT4 growth be enough to generate the revenues people truly expect?

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