Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ed who wrote (13514)	12/26/1998 7:50:00 PM
From: t2	Respond to of 74651

Here is a PART of the October 20, 1998 EARNINGS RELEASE for those who don't recall and those that have not seen it. (in relation to internet) "During the quarter, Microsoft released an updated version of MSN™ and announced plans to launch local MSN portals in 24 additional countries and regions, making it the most widely distributed portal in the world. The network includes several products that are leaders in their respective categories -- including news (MSNBC), automotive (MSN CarPoint™), email (MSN Hotmail) and games (MSN Gaming Zone) -- with a total reach of over 34%, meaning that one-third of all unique users of the Web access an MSN site in the average month according to Media Metrix. The announcement of a one-year $60 million deal with search providers AltaVista, Lycos, Infoseek, and Snap underscores the value of MSN as a distribution point for some of the Internet's best established brands and reinforces the status of MSN as one of the leading portal brands on the Web." Looks like a good internet strategy to me. I had ignored this part of the release back in October because it did not mean much at that time. I have just noticed their great advertising and the review of their internet related business. MSNBC.com did great recently in comparison to CNN.com in evaluating internet news services -- meaning MSN must have done great as well. The company press release a few weeks ago about MSN being the fastest growing portal. Ed, I think their infrastructure for the internet is ready and now firing away. They did a great job this quarter. Just wait for those press releases on how well MSN is doing - it should confirm what we are saying. I think the stock will jump when this data comes out. (not to mention stock split and great earnings)

To: ed who wrote (13514)	12/26/1998 9:18:00 PM
From: LindyBill	Respond to of 74651

This e commerce business reminds me of one of the opening lines from the book, " How to succeed in business without really trying" : Make sure that the company you go to work for has a product!

To: ed who wrote (13514)	12/28/1998 9:49:00 AM
From: rudedog	Read Replies (2) \| Respond to of 74651

ed - MSFT is to eat AOL's lunch I think this is pretty naive. Just how do you imagine MSFT will do that? AOL has dominant share and spectacular growth, also is very nimble. They are not 'another internet company'. The barrier is just too low A fundamental misunderstanding of AOL's business advantage. The big get bigger. AOL has the eyeballs, so they attract the advertisers, cross-licensing deals, and content, so more people go there, so they get bigger. Do you have any idea what AOL's share is in this business?