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

To: t2 who wrote (17935)	3/13/1999 12:37:00 PM
From: RTev	Respond to of 74651

They don't have anybody running MSN and the other RedWest properties. Ballmer has had to step in and run it himself, which is hardly the best use of the president's time and energies (but which has some advantages as a learning experience). The big problem is that they've lost enough good executives at the division that others are, apparently, wary to jump in. Pete Higgins, who built Office into a powerhouse before leaving for RedWest, is now on leave. Peter Neupert is now CEO of drugstore.com. Patty Stonesifer is on Amazon's board. It's good, though, that Ballmer moved his office to RedWest and has run the division for a few months because he's no doubt heard many times how the policies that he and Gates have pursued over the past few years (the very policies that brought on the DOJ suit) have harmed the content divisions. I suspect he will be far more willing now to let those divisions follow their own business plan without interference from on high.

To: t2 who wrote (17935)	3/13/1999 12:41:00 PM
From: ToySoldier	Read Replies (2) \| Respond to of 74651

Tech, I guess you weren't reading between the lines in the Wall Street Journal and other media that MSN is floundering with a lack of content and leadership. MSN is not a gem of the MSFT crown. People are even avoiding taking the leadership of it. So if it is so good and promising, why are MSFTers trying to avoid heading it up? MSFT stock will end on Friday in the $150s or low $160s by Friday. Thats my prediction. Wall Street doesnt like re-orgs. Its a sign of weakness. a company wouldnt have to re-org if they dont have troubles in the system. Toy