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

To: X-Ray Man who wrote (4590)	1/3/1998 12:58:00 AM
From: Kelly G. Splitt	Read Replies (2) \| Respond to of 74651

Your views are so macro I can't seem to scale that much. I am just a dumb engineer I guess. But man o' man, two things you mentioned I just have to question. First, are you assuming that Microsoft will have to have a 90% market share in the enterprise with NT and Backoffice to make their numbers over the next few years? And secondly, why does MSFT necessarily have to invest their assets in media and become a conglomerate in media? You must have read in the magazines a while ago that they have decided that selling software is where they are really good at...didn't you? Let's pick this up after they release earnings and listen to what they have to say then and then re-establish a new baseline for this discussion.