Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Duke of URL© who wrote (51180)	10/14/2000 12:00:21 PM
From: rudedog	Read Replies (1) \| Respond to of 74651

Duke - re: "If that is Microsoft's mission statement for .NET they will be deserving of a large (maybe the largest) market capitalization, assuming, of course the DOJ will be DOA." That's my opinion too, and has been since I attended the original launch last summer. I think they really got it right. I had a chance (along with a bunch of journalists and analysts who were asking the same questions) to go into some detail on this with MSFT executives. The responses were very consistent. MSFT believes that the empowerment of individuals was what drove the PC revolution, and that they were mostly at the right place at the right time to make money on the shift. They see a similar shift happening now, and they want to position to ride that wave too. Execution will of course be the key, but I believe that they see the opportunity and are in the best position to jump on it. Their competition has a lot to lose and little to gain if the internet shifts to a model which is mostly based on distributed power and not big centralized systems. The reality is of course more complex - people need things from the net which will have to live somewhere, like a context for their authentication and data - but MSFT has some interesting ideas about how even that base infrastructure can be distributed. CPQ's Capellas was also very clear on that concept in his recent statements to analysts. He believes that services and infrastructure will move to "the edge of the web" rather than concentrating in increasingly unmanageable centralized systems. Of course, there will still be a role for those large systems, as there was when PCs took over the client world. But it will be different than the world envisioned by McNealy and Ellison.