How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 473.72

-0.2%

11:25 AM EST

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To: odd lot who wrote (15532)	2/4/1999 10:02:00 PM
From: RTev	Read Replies (1) of 74651

If Explorer can be dis-integrated, Softie will be disintegrated! (In the anti-Softies' dreams!) Well, actually, I see that as a dream situation myself as an MSFT shareholder. I don't figure there's much chance it would actually happen, but I'd love to read about a consent decree where MS agreed to split itself up into three distinct entities. I figure the value of each of the three companies would equal the current MS value within a year or so. (Which is partly why Scott McNealy last week talked about this situation as a nightmare.) Imagine how much more valuable the Office franchise would be if the desktop apps group (DAD) could make an independent business decision about whether or not to jump into, say, the Linux market. Now, they are constrained by considerations about the effect of that decision on the "Windows franchise". The interactive group (let's call it "RedWest.com") surely loses enough hundreds of millions a year that they'd become a darling among net stocks. Who gets the browser? Ahh... Let the competition begin.

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