How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 486.75

-1.4%

3:47 PM EST

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To: JP Sullivan who wrote (20718)	4/18/1999 11:13:00 PM
From: t2	Read Replies (1) of 74651

This talk about PDAs is making me take interest in 3COM and AOL as well. I am reluctant to jump into AOL as it is one stock I have never made money (going long---unbelievable!!!) and it is a net stock. I guess on weakness I should reconsider. However 3COM looks interesting. Might as well go for the companies that are likely to dominate the PDA market. Of course if the PC makers join the act, I think they will would prefer Microsoft' CE as it may be considered less of a gamble. Furthermore, boxmakers may consider AOL a direct threat so they may want to arrange their businesses to not promote AOL in any way. AOL would have a lot of lose with such a strategy. I still can't see them introducing a machine that is not built by the PC companies. I would think there would be emachines running on Navigator plus a simple OS(variation of Palm) but built by the boxmakers. However, MSFT sees all these development----actually they probably expected the developments years ago. They have their strategy in place as well. I would not underestimate them.

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