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Technology Stocks : How high will Microsoft fly?
MSFT 485.49+1.8%Nov 26 3:59 PM EST

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To: Phil Melemed who wrote (10011)8/7/1998 1:52:00 PM
From: Hal Rubel  Read Replies (1) of 74651
 
Caving-In to Folding-In and The American Way

I feel threatened by Microsoft. I am especially alarmed by the failure of regulators to grasp the implications of Microsoft's actions and arguments. Using Microsoft products and owning Microsoft shares has not helped me overcome my concerns. Apparently, I am not entirely alone.

It seems to me that Microsoft has a unique advantage in the market place. This advantage seems less and less related to any kind of product superiority and increasingly related to the mere advantages of size.

As Microsoft's momentum in the market place builds, I see Microsoft beginning to beg the question of the limits to folding-in all program functionality into what began as just an operating system for those programs. It seems that the only programs being folded-in are Microsoft's own products, with all competitor's products being increasingly frozen out and off the platform to die quietly.

How absurd is it to suppose that eventually, programs will be folded in to the Microsoft OS that give Microsoft unearned and undeserved monopolies in unrelated areas?

Is this the American Way?

Hal
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