How high will Microsoft fly? Message Board

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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: Teflon who wrote (19581)	4/2/1999 4:02:00 PM
From: t2	Read Replies (1) of 74651

Teflon, I am having second thoughts on whether AOL could be a threat. I think they can be for the the following reason--the same reason MSFt was so fearfull of them. -With the new cheaper PCs, an operating systems only function would be to ensure that the browser can work on it. AOL could actually work out a deal for a very simple Operating System along with Navigator and be able to charge money for it. Gets the user the internet and that is what some would wanted anyways. In that sense, I believe AOL's documents could really support MSFT in the case and that threat may actually exist more now than ever. The only problem with AOL is that they have too much "invested in IE". However, newcomers to the net could easily adopt Navigator. I would not be surprised to a IE only being sold with a simple version of Windows in response to AOL. That competitive threat AOL would feel may be enough to stay away from such an approach. Just thinking out loud.

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