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

To: John F. Dowd who wrote (36375)	1/13/2000 3:57:00 PM
From: nommedeguerre	Read Replies (1) \| Respond to of 74651

John, "What ISP enjoys the margins of a software company?MSFT makes more money 8.2 Bill than AOL has revenues 5.2 Bill. The idea is to make money as well as survive" It is true that software margins are high but AOL is not competing directly with MSFT's OS or Office products which is where almost all of MSFT's profit comes from. The important question is will MSN bring in 5.2 Billion in revenues anytime soon? Everybody is always harping about this massive expansion in content-providers we will be observing and all the profits they will make. It seems to me that AOL just guaranteed that the Time/Warner channels are all locked up and that 70%-80% of consumer ISP users are about to be tied into those channels. Any bandwidth increases for these channels probably will be to AOL users and it will not take long for word to get out that Time/Warner channels are "best viewed" on AOL. This is the same trick that MSFT pulled with IE,isn't it? Only the desktop channels are now media channels. Something tells me that there will be race of partnerships/mergers this year. A sort of mad scramble to secure access to the popular media. Your guess is as good as mine as to who ends up with whom. Business politics makes for strange bedfellows. Cheers, Norm