SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : WHAT STOCKS WILL BENEFIT THE MOST FROM A MSFT BREAKUP? -- Ignore unavailable to you. Want to Upgrade?


To: Conky Lives! who wrote (21)11/9/1999 10:31:00 PM
From: Conky Lives!  Read Replies (1) | Respond to of 25
 
Updated list of msft breakup candidates and beneficiaries:

1. consumer os software (95/98(or 98 derivatives)/ie(ie circa 1999) etc) = rhat, apple

2. business os software (NT(or NT derivatives)/ie (ie circa 1999) etc) = rhat, apple

3. business software (ms office, visio etc) = corel, ibm

4. mac software (mac office etc) = apple, motorola

5. platform independent software (java, streaming audio/video) = sun, aol

6. development tools (VB/VC/java etc) = sun

7. hardware = intel, motorola

8. internet browser (ie circa 2000 onwards)

9. internet (hotmail, msn) = yahoo, aol

10. a holding company for msft investments in other internet companies

11. database (sql server) = oracle, informix, sybase

Note: the list is a work in progress. Comments are always welcomed.