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

To: Flair who wrote (5383)	3/6/1998 3:00:00 PM
From: X-Ray Man	Read Replies (3) \| Respond to of 74651

This is right, Flair. My take is that MSFT may be unfairly using current "near monopoly" position to leverage NT and CE, but that Gates is correct that if they fritter away a two year dev cycle, they can lose that monopoly. For example, although AAPL is twice down, it is not out. If their new server OS were adopted by some Intel platform OEMs, and they successfully marketed a vertically integrated desktop to server solution, MSFT may not lose dominance, but could lose enough marketshare to no longer qualify as a monopoly. The irony in this process, is that the DOJ proceedings will be so drawn out, that by the time they are completed, a scenario such as this could have already have played out making the DOJ action moot. However, there is a warning to MSFT investors in all of this. Either MSFT is a monopoly, and it WILL be regulated. Or MSFT is not a monopoly, and can be attacked by competitors. In either case, these are not the situations the most optimistic MSFT longs dream about. Many posting here seem to feel MSFT can maintain its market dominance and aggressive marketing practices, without modification, and not be affected by DOJ. Not going to happen. Either DOJ will get some, though partial, satis- faction, or MSFT will yield in the marketplace because of a competitor. Either situation is less than ideal for some of the more enthusiastic promoters of the stock. JMO.