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

To: alydar who wrote (48910)	9/1/2000 11:12:27 AM
From: Bill Fischofer	Read Replies (1) \| Respond to of 74651

Re: Dominance Rather than ask who will dominate I think the better question is to understand how the nature of dominance is changing as the Internet matures. We may well be reaching a point where we can have "leading" companies but the market is now too deep and important to permit "dominant" companies to persist. This trend would be consistent with other industries where as they mature no single company can claim dominance. MSFT, in particular, seems to be in the grip of this transition from "dominant" software company to "leading" software company (which is why, more than anything else, the DoJ lawsuit is irrelevant--the market is doing the court's job quite well). Investors have nothing to fear from this transition. If MSFT settles down in to a GE-like "leading" growth path over the next decade I doubt if many shareholders will complain.