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Technology Stocks : How high will Microsoft fly?
MSFT 486.98-1.4%Nov 19 3:59 PM EST

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To: Jill who wrote (20603)4/16/1999 2:04:00 PM
From: RTev  Read Replies (1) of 74651
 
Such a stupid fad to say the PC is dead. These devices will supplement and enhance and broaden use.

I agree. It's one of those absolute statements that ignores the ways markets tend to work. It's interesting, however, that Microsoft has positioned itself to take full advantage of a market that moves away from PCs as the primary information device.

Windows CE is the most obvious part of that strategy, but there's more to it. Some folks might remember hearing a few years ago about something called Microsoft TV. Wired and other publications did stories about it. It was Microsoft's contribution to the 500-channel interactive TV hype that was largely forgotten when the web caught on. Microsoft, of course, nearly missed out and had to scramble to catch up when the less-complex internet-based version of an interactive future became real, but they didn't abandon the other research and development.

The investments they've made in cable and other broadband avenues along with all that TV research from the mid-90s show that they're still looking to become part of a home in which Microsoft products play an important role even if there's not a PC anywhere in the place.
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