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

To: rudedog who wrote (19692)	4/5/1999 1:53:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 74651

Well maybe our disagreement comes from what a CEO needs to bring to the table. From your description I would say Lane is an effective COO. I agree hes a nuts and bolts guy... with no vision whatsoever. Larry has all the vision but no execution ability, I think you are correct about that. Lane reminds me of the last set of CEOs they had at Apple before Jobs came back. I know Larry has some nutty ideas - only a few of which have worked out I agree - but these blunders are so small time compared to letting the apps business fall off the map which I see as entirely Lane's doing. I know you know but for the benefit of others here Oracle in 1994-95 timeframe was in somewhat the same position as Msft in the sense that they owned the data platform. And Oracle had a pretty decent apps offering - not great, but it seems to me good management could have leveraged the platform for the apps business. At least market the strength in the Oracle app architecture vs Sap's flaws! All that took was a little marketing.