How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 472.22

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3:59 PM EST

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To: t2 who wrote (20277)	4/11/1999 3:52:00 PM
From: RTev	Read Replies (1) of 74651

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. The original rumored outline of the reorg put Windows98 into the Consumer division along with MSN, but when the reorg was actually announced, Win98 had been moved out into a semi-autonomous division that operates under the umbrella of the Valentine's Enterprise division. (I suspect the change had to do with Silverberg's declining to take over the Consumer unit.) Keep in mind also that these reorganizations are common at Microsoft. They happen about once every three years. They've now created a Consumer unit that looks very much like the Consumer unit they had two reorgs ago, when it used the marketing moniker "Microsoft Home". Will they break it up eventually? I sure do hope so, because I think that's the only way to release some of the energy and value that now gets diluted by their monopoly businesses. I figure it would be great for shareholders and for employees, as taxman said. But will they do it? It seems like a tough decision for any executive to give up any part of a successful business. The executive has be willing to run something smaller and let other folks take over the other parts of the business. I figure it will take some significant problems at the combined company before either Gates or Ballmer would have the humility to admit that they can't do it all by themselves.

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