How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 475.31

-1.7%

10:50 AM EST

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To: Bill Fischofer who wrote (21533)	5/7/1999 3:05:00 PM
From: jhg_in_kc	Read Replies (1) of 74651

<<The major reality of the utility business is that it is a debt-service cash-flow machine with huge plant and customer service requirements. Neither AOL nor other ISPs are properly structured for this reality. T and its cousins are.>> Bill could you elaborate here? How is AOL not structured properly for the utilitiy business? And how are utilities debt service enterprises? I have heard this before but don't understand, I guess. Also on the EMC thread you said storage is now central, the computer is peripheral and I tend to agree this is becoming increasingly true. where does this leave Dell Computer in your view. I own AOL and T, EMC and Dell. ANy thoughts? jhg

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