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


To: XiaoYao who wrote (12355)11/19/1998 6:33:00 PM
From: John F. Dowd  Read Replies (1) | Respond to of 74651
 
XiaoYao : I am aware of the fact that Inprise is old Borland and that this was "grandstanding" but if the truth be known they would be thrilled to partner with MSFT in the business of Java. Of course it was a jab but they would be thrilled to engage MSFT in a dialogue that would use any and all of their code as an OEM suppier might do. MSFT has never claimed to be the possessor of all talent otherwise they would have made the same mistake as IBM and AAPL did and entered into the hardware business as well. MSFT has bought most of their software to date and it would not be unimaginable if they did so again and again. Since their presence in the market place is so dominant they, like GM or Ford, can farm in/out just about all of the parts of the whole and simply assemble the final product in house.

MSFT is more of a technological marketing and publishing house. Their innovation lies in discovering and serving markets from the library that is available in house as well as in the posswssion of third parties. Clear Type and SQL are good examples of current in house products. Word and Excel are great examples of imports. DOS was purchased from a company that was using the OS to test 16 bit cpu boards.

JFD