How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 486.50

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3:59 PM EST

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To: t2 who wrote (21506)	4/24/1999 5:18:00 PM
From: Bill Fischofer	Read Replies (1) of 74651

Re: MSN over cable, etc. If the road is ultimately a utility then the value is in the destinations not the roads. While McDonald's needed the roads (and the automobile) to grow and prosper, it would have been odd had they fixated on the need to buy roads rather than build destinations. The same is true of AOL, MSN, etc. It is counterproductive to try to be a gateway to the internet. Rather, it is the internet that is the gateway to everything else. Those who fight this trend will ultimately discover it to be a costly mistake. I already have AOL via cable. It's just one of many destinations on the net which is worth visiting. SI is another, as is Yahoo, MSNBC, etc. MSFT should either turn MSN into a worthwhile destination or else spin it off while it still has value to someone else who still thinks they need to own the road to participate in the networked economy.

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