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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: Claude who wrote (16133)2/16/1999 5:05:00 PM
From: ToySoldier  Read Replies (2) of 74651
 
My arguments are simple and naive? Read your example Claude. At least my arguments are relevent!

CISCO, unlike MSFT, does not have a monopoly on the router and switching technology. Northern Telecom, Lucent, 3Com, and several other players are all in the market and the marketshare is well broken up. CISCO might be a leader in marketshare but not a monopoly by any stretch of the imagination. So I wont even go on discussing the rest of your example.

MSFT on the other hand owns 90%+ of the Intel desktop marketshare. So explain to me and the others on the board exactly what the hell is the comparison between what you are saying and how it relates to MSFT. Do you have ANY CLUE what it means to have a monopoly? When you do, then come talk and slam me. But first you have to sound intelligent by using valid comparisons.

The other point that must be made is that MSFT has a monopoly on a technology that soooo many other technologies MUST rely upon in order to have a hope in penetrating significant marketshare. It is one thing if MSFT has a monopoly on Word which is an application that runs on the OS, but when MSFT has a monopoly on the OS of the most widely used desktop hardware platform in the industry, that company has a lot more effect in what it can force on others at the application layer. That is why it is more important to control a monopoly that MSFT has in the OS than if MSFT had a monoploy in the wordprocessing technology.

Try again Claude. Your last posting was completely invalid. As for your car example, you dont have a clue of the point I was making on innovation and how anti-competitive practices can stifle it.

Toy
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