How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 485.49

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3:59 PM EST

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To: Byron Xiao who wrote (16367)	2/18/1999 6:55:00 PM
From: Claude	Read Replies (2) of 74651

Although it wasn't next generation IBM's foray into an OS for PCs should have taught us something. The problem is in rallying an industry behind you. Nobody wants to spend money supporting more platforms than necessary. But it was really just another windows. When something does replace windows, not anytime soon in my opinion, it will be replaced by a different animal. Linux? I doubt it although Linux may make a dent in the server market which will come mostly be at the expense of other Unix variants. Where I think the battle is shaping up is in future net enabled devices. MSFT is nowhere near guaranteed this market and it will be huge (I don't mean just PDAs either). Java and PSION are looking pretty good in this space. Java because technically its good and SUNW has displayed more vision on this than MSFT with JINI. And there is also PSION (sp? I know its a british co.) which looks to be a favourite of the cellular industry. The wireless industry will be the main driver of these types of devices in the near term. On the consumer desktop windows will reign supreme for some time to come but future growth will not necessarily be from this market. Claude (rhymes with TOAD)

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