How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 489.91

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3:59 PM EST

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To: Deliveryman who wrote (19568)	4/2/1999 3:47:00 PM
From: RTev	Read Replies (2) of 74651

AOL bought NETCENTER and the subscriber base. Same as the ICQ product line. AOL is in the advertising business. ...AOL could care less about going head to head with MSFT over the browser war. Exactly. And that's why the combo doesn't represent any real threat to Microsoft's OS business. The problem for the lawyers will be to try to convince the judge that this combo is something that it is not: a serious technical challenge to Microsoft. Even the Sun part of the exchange represents little change in the competitive landscape. To the limited extent that it strengthens Sun's position, it challenges only the server and server-tools (like ecommerce) side of the business and not the consumer Windows business. When you think Netscape, think Borland, Wordperfect, Lotus... Bye Bye! Again, I agree. And again, that's a problem for Microsoft's lawyers in the antitrust suit because they have to try to resurrect Netscape as a threat. As I've said, I don't think that legal strategy will work, because the facts that you expressed so well just don't support the strategy.

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