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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Alex Raytselsky who wrote (28141)	8/13/1999 1:43:00 AM
From: Mitch Blevins	Respond to of 74651

>> It was server shipments, correct. If you think about >> Microsoft makes more money on server shipments than on >> Windows 98 which for the most part comes pre-installed. I don't follow MSFT financials, so I'll take your word on that one. I would have thought that MSFT got their largest chunk of revenue from applications sales (i.e. - MSOffice). Of course, to stay ahead in the applications arena, they would need control of the servers, to allow proprietary extensions to protocols (aka "innovations") that are used to speak from server to application. You can see this in their WebDAV technology (or "Web Folders") used in Office 2000. It relies on web-server support, and MSFT was hoping that they could leverage the MSOffice dominance to get a leg up in the web server arena (after being trounced badly by Apache). This plan was unsuccessful as the WebDAV support was added to both apache and is also being added to competing Office suites. Without control of the servers, there is only so much more you can do with a word processor. Control of servers by MSFT does not look likely, and the competition is quickly gaining (in capabilities, if not numbers) in the application suite arena. -Mitch