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To: H James Morris who wrote (118748)2/27/2001 8:45:14 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
re AUTN:
"One report said a Microsoft (MSFT: news, msgs, alerts) product in development could hurt the company. "

yeah, sure msft is going to be the gorrilla in every single mkt they enter, even though most of their web "investments" are never mentioned anymore and the X-box game player is shaping up to be a big dud, and a late one at that.. MSFT is not nearly the cutthroat steamroller they once were.. gee I wonder why?

For a while, msft has been trying to match WIND with a re-hash of their CE for wireless embedded software, and of course it doesn't really impress anyone. So WIND is still ahead. And what is bad for WIND today is therefore very, very bad for MSFT in this niche, because MSFT is the weak one.

Victor