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

To: johnd who wrote (51359)	10/17/2000 12:43:56 PM
From: johnd	Respond to of 74651

MSN mobile internet already has 1.5Million users. MSN itself probably grew 100% in subscribers from 1.8 to 3.6million by Sept Q. Take WebTV at 1million. That is about 4.6million users compared around 2million users last year this time. This is what I meant by MSFT is a not a desktop PC company anymore. ====== Microsoft Releases MSN Software for Wireless Phones (Update1) 10/17/00 7:57:00 AM Source: Bloomberg News Redmond, Washington, Oct. 17 (Bloomberg) -- Microsoft Corp. released a new version of software for its MSN Mobile service that will allow users to purchase event tickets and read news stories from the Internet using a wireless phone. MSN Mobile 3.0 adds features such as the ability to search for events from Ticketmaster Online-CitySearch Inc.'s Web sites and purchase tickets through Ticketmaster using a cellular phone, said MSN product manager Sarah Lefko. The software also lets users view calendars and customize start menus to make it quicker to use features like stock quotes. The service, which Microsoft said has 1.5 million users, delivers electronic mail and information like weather and news to wireless customers at Sprint Corp., Verizon Wireless and Nextel Communications Inc. Lefko declined to specify how much revenue the company derives from the service.

To: johnd who wrote (51359)	10/17/2000 4:32:27 PM
From: Dave	Read Replies (1) \| Respond to of 74651

"Similar to Gateway, Microsoft is a beyond the box company. 30%+ of microsoft's business today is non-desktop. That 30% is in MSN, Enterprise server s/w, carpoint, msnbc, homeadvisor, expedia, pocket PC, wireless s/w. That 1/3rd of business is most likely growing at 30 - 50% rate. That is a terrific growth rate." What are you talking about? Microsoft's non-OS, non-Office-Suite businesses lose about 1.5 BILLION dollars a year. How is that 30% of their business? Is it 30% of their expenses maybe? And if that increases by 30-50% a year, how is that terrific? Dave