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

To: Bill Fischofer who wrote (17964)	3/13/1999 6:49:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Bill, If I was guessing on where Windows CE would be, I would bet that it won't be in the "consumer" group. My guess would be that it gets put in with Windows2000. Windows CE is not a monopoly---there are competitors like 3COM with palmpilot and there are set top boxes without a Windows CE O/S. We might have to wait to find out unless someone knows already from some press release. I would be willing to bet that Windows CE could be in any division except the Consumer group which has Windows98. BTW--I hope I am not wrong since I put some thought into this. Got my fingers crossed.

To: Bill Fischofer who wrote (17964)	3/13/1999 6:58:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Bill, MSFT is a company that plans very long term. Gates is a visionary and knows what will happen down the road or at least be able to predict the trend. This company could not have achieved the greatest market capitalization in the entire world without brilliant executives. When I hear how not getting Silverberg to run MSN was a major blow to the company, I just laugh. It is just a media mis-coverage. Their whole hierarchy is probably filled with brilliant individuals. I would guess they will do a better job than someone coming in from another company with a track record unlike MSFT.

To: Bill Fischofer who wrote (17964)	3/13/1999 9:23:00 PM
From: RTev	Read Replies (1) \| Respond to of 74651

First, I don't think we can assume that the OS that to be included in the consumer group is going to be Windows98. It could very well be the consumer OS to be built on the NT kernel, unless they're convinced that such a thing just isn't going to happen. It might even be something built on CE if they get very imaginative. Although I'd love to see it happen, it strikes me as highly unlikely that Microsoft would do anything that would make it easier for the court to order a divestiture. Killing off Windows 95/98 code base is the best way to assure that the court has a hard time finding any logical splitting points. (Although they might still order the old code base to be opened for licensing by others.) But where would CE fit into the reorg? I doubt very much that it will be in the Enterprise group with NT and BackOffice. If it isn't in Consumer, then look for it in Knowledge Workers. By the way, I saw a new Sharp machine the other day with CE. Very impressive. It has a small but genuinely useful keyboard. Tiny. I'm impressed for the first time.