How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.53

-1.0%

Dec 12 9:30 AM EST

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To: Offshore who wrote (13997)	1/8/1999 2:08:00 PM
From: DownSouth	Read Replies (2) of 74651

This rumor, now reported on CNBC, that MSFT and T had discussed T buying MSFT's internet-related services got me thinking: Why would MSFT consider selling its internet assets: 1. Fear of DoJ. This would head off a suit based on MSFT dominance (future) of e-commerce. 2. Raising cash. 3. Recognition by MSFT that e-commerce is not the great cash engine of the future. I choose #3. MSFT is in the best position of all to evaluate what kind of revenues and profit margins are afforded by running and ISP, a portal service, a search engine, and e-commerce services. They recognize that the margins are thin, the capital investment is high. They have better things to do with their human and financial capital. My conjecture, fwiw.

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