How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 493.26

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To: t2 who wrote (18542)	3/22/1999 6:14:00 PM
From: RTev	Read Replies (1) of 74651

I agree that ISP competition isn't where it's at for Microsoft. The MSN Access product is merely a remnant of a failed strategy at Microsoft. I think it will go away once they get a good price for it. And the platform fight? What's new about that? Sun is already in a platform fight with Microsoft and has been for years. I see this story and a spate of others like it as mostly trial-influenced (and influencing) spin. I just don't see how the AOL purchase of Netscape and the consequent partnerships with Sun make much difference. If Sun had seen a great future for Netscape as part of their platform fight, then they would have bought it themselves. They didn't. They let AOL spend the stock-money billions. The main thing Sun gets out of it is a long-term customer in AOL and a few more server tools that they really didn't need all that much. I doubt very much that Sun is going to align itself too closely with AOL. The biggest customers of Sun are ISPs that see AOL as a huge threat. Sun would be foolish to alienate them (and it's not a company given to foolishness other than McNealy's great digs at MS and Gates).

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