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

To: DownSouth who wrote (13744)	1/3/1999 11:48:00 PM
From: ericneu	Read Replies (3) \| Respond to of 74651

> Have you overlooked the fact that cable companies wish to become part of the internet infrastructure and also wish to participate in e-commerce. Of course, MSFT is interested in cable companies. Its cheaper than buying a phone company. <g> Have I overlooked it? No. Any cable company that thinks they can write software better than MSFT is welcome to try. IMO, they're not very good at their core competency, and I'd expect even less of their software :). If MSFT were to buy out a cable company, that would guarantee that other cable companies will feel even more threatened and would refuse to include MSFT in their efforts in any way. It's the same reason why MSFT won't be coming out with ERP software. Currently, ERP vendors LOVE MSFT because MSFT doesn't compete with them. Oracle does. Therefore Oracle doesn't get "Most Favored Nation" status with them. Therefore the trend in ERP is SQL Server, not Oracle. Besides, cable/phone companies are about as divergent from the MSFT model as you can get. They both require high capital outlays and offer lousy margins in return. It'd drag the stock down :). - Eric