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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: rudedog who wrote (10028)8/8/1998 7:11:00 AM
From: John F. Dowd  Read Replies (1) of 74651
 
Dear Rudedog: You make an excellent point in your post but I have to disagree with you. This guy has never made sense and probably has never written a line of code in his life. If it was so hard to write apps. for MSFT then why did/does everyone write apps for MSFT rather than AAPL. The answer Hal will tell you is that they dominate but he forgets to ask how did they get to this position. The answer is that they took in the third party as quasi-partners as they developed their OS throughout the years. They worked with the third party people whereas AAPL did not make it easy for the third party app. writers!

It really is simple. If they liked a utility they would generally adopt it by licensing the code or buying the company. As we all know they invented litle thmselves but were humble enough and flexible enough to adapt and adopt. They have themselves always walked the line and won big in the case of AAPL and lost in the case of Stacker but they on balance have been the winner through working with and making it easy for the third party developer to write their programs for the then curent MSFT OS.

Big corporations have long memories and I believe that this whole anti-MSFT thing is being orchestrated by IBM (ironically themselves a victim of gov't. harassment) who was outmaneuvered by the then tiny MSFT and are still looking for some way to regain the lost territory.

I am a Mac owner I have always been amazed at the short-sightedness of AAPL. To wit it is quite obvious that Jobs/AAPL was very shortsighted even in the latest maneuver wherein he/AAPL has taken back the cloners licenses which was his contractual right. He efffectively narrowed the market for the third pary app. writer. By the way who came to his rescue? Office 98!

Speaking of contracts guys like Rubel don't understand those either. In their minds it is the latest whining complaint that should rule the day and not the contract they signed with both eyes open.

Thanks for the excellent post.

JFD

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