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

To: John F. Dowd who wrote (41351)	4/6/2000 4:45:00 AM
From: Gary Ng	Read Replies (1) \| Respond to of 74651

John, Re: Now should MSFT be disallowed from bringing out financial applications and mimicking Intuit's offerings? Where then would Intuit's competition be? Anyone but Microsoft as it is a monopoly :-). The story tell, even you want to be a monopoly, hide yourself under a larger one then no one will care about you. Gary

To: John F. Dowd who wrote (41351)	4/7/2000 4:16:00 AM
From: Dwight E. Karlsen	Read Replies (1) \| Respond to of 74651

JFD, if there were as many people needing to do accounting as there are people needing to do word processing, believe me: MSFT would have a monopoly in accounting software, just as they do with Word. And MSFT would do it the same way as they did with Word: through the OEM channel. Ship Money with every PC. Intuit would most likely be in the same financial shape as Corel, if accounting were as popular as word processing. But it's not, and therefore there is no great demand to have Money or Quicken go out on every PC shipped. So Intuit can breathe the free air of the pure marketplace, and since their product has been better, it sells better.