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

To: Jon Stept who wrote (44116)	5/2/2000 11:09:00 AM
From: sandeep	Respond to of 74651

Integrating more features into the OS should be considered good! This allows consumers to get more features for free. Also, many times the included features are a baseline, so the consumer can go get more full-featured products from other companies or microsoft. Microsoft has never bullied computer makers to carry ONLY their software. Netscape could have been installed and was installed by some manufacturers. However, I think it should be ok for MS to insist that Windows ship with IE since it is integrated. Ballmer saying that Microsoft's stock price was too high is not a blunder. I like it when executives ask investors to be rational. A PE of 65 for a company growing at 20% is not rational in many people's minds. An artificially high stock price leads to busts...