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Technology Stocks : How high will Microsoft fly?
MSFT 478.29-1.8%Nov 20 3:59 PM EST
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To: ed who wrote (20273)4/11/1999 2:39:00 PM
From: t2  Read Replies (3) of 74651
 
Ed, I agree MSFT will split up eventually on its own. The judge or any agreement with the DOJ won't call for a breakup. However, I feel it is inevitable if they keep at their current pace. I don't see any sign of a slowdown in the next couple of years. Even if it doesn't gain, MSN is a good canditate along with Windows.

If their internet biz starts gaining on the frontrunners, we could see some sort of breakup within 5 years.
The first to go would be the "consumer" division. IMHO, one of the reasons for reorganization was that MSN was considered for spin-off. Now another biz (Windows98) which is a near monopoly in the consumer market, is in the same division. These are the two products that are the best candidates for spin-off. (Not yet though).
The parts of their businesses which not not near monopolies--especially operating systems ---Windows NT and Windows CE are being sheltered for now. Until they become monopoly type of OS, they will not be ready for spin off.

I see about 3 different companies coming out of Microsoft within the next 10 years. A possible solution could be a parent company holding 40% interest in the spinoffs. This way they are being to excercise a lot of influence.
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