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

To: John F. Dowd who wrote (31213)	10/28/1999 5:18:00 AM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 74651

John, Here is another bomb that was laid on Microsoft this morning. I wonder how this is going to be played out in todays trading. Thursday October 28, 4:27 am Eastern Time Major PC makers creating non-Windows products -WSJ NEW YORK, Oct 28 (Reuters) - Major personal-computer makers are quietly working on products that won't use Microsoft Corp.'s (NasdaqNM:MSFT - news) Windows operating system, which has cemented the software giant's market power, the Wall Street Journal said. The desktop machines, expected to be announced as early as next year, will be designed primarily to surf the Internet and will be priced well below standard PCs running Windows 98, unnamed software industry executives told the Journal. If sales of such machines were to take off, they could erode Microsoft's desktop dominance, the Journal said. The makers are taking a variety of approaches, the paper said. Gateway Inc. (NYSE:GTW - news) is building a line with no Microsoft software whatsoever, and may jointly market it with America Online Inc. (NYSE:AOL - news), which recently invested $800 million in Gateway, people familiar with their plans told the Journal. Other industry executives told the Journal that Compaq Computer Corp. (NYSE:CPQ - news) hasn't yet decided what software to use in its Internet line. Dell Computer Corp. (NasdaqNM:DELL - news) also plans a line of Internet computers, some with Microsoft software and some without, the Journal reported. Microsoft is rushing to keep PC makers in its fold, working with them on MSN Web Companion, an Internet machine tied to its MSN Internet service, the Journal said. In a separate article in Thursday's Journal, the paper said a move toward Web-based computing, together with expectations of a negative ruling in the U.S. government's antitrust case against Microsoft and a close reading of the software giant's revenue numbers, are leading some money-managers to scale back their holdings in the company.