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


To: Box-By-The-Riviera™ who wrote (33602)11/10/1999 8:36:00 AM
From: Art Bechhoefer  Read Replies (2) | Respond to of 74651
 
Two separate, independent companies would be enough. One for the system, the other for applications, including Internet access. Then the systems part would have no incentive to withhold upgrades from the market, nor would the applications part have any incentive to make sure its products worked best, or earliest, on Windows. Such a division would very likely earn far more money that the company as a whole does now.

Looking solely at operating profits, the present company looks wonderful. But factoring in recent investments in such areas as satellite communications, web TV, etc., the return on investment is not all that great. The strategy of continuing with one giant monolith in this day and age, regardless of antitrust implications, simply doesn't make much sense. But I admit it is great for the ego.



To: Box-By-The-Riviera™ who wrote (33602)11/10/1999 8:57:00 AM
From: J. P.  Read Replies (3) | Respond to of 74651
 
Joel, What will breaking up the company accomplish? I know it will provide self satisfaction for Microsoft haters. Is this a punishment for MSFT, or is this another attempt to help the American "consumer".

I really don't understand fervent Microsoft hating. It really escapes me. I actually like and use many of their products, I cut my teeth programming using Visual Basic, which is still an outstanding development tool. This is a fascinating insight into crowd behaviour, and I'm still puzzling over the underlying psychology of Microsoft hating.