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

To: Smart Investor who wrote (19748)	4/5/1999 6:27:00 PM
From: RTev	Respond to of 74651

When will MSFT make some acquisition in internet and start driving for the #1 spot in this area? My guess is that we're seeing the effects of the headless division. Here's a story of the still-unresolved leadership problems there: seattletimes.com In fact, there is little about the group that seems set in stone. The Microsoft Network, the Internet service provider Microsoft started to compete with America Online, is in the throes of change. New faces are moving to RedWest, the satellite campus in Redmond that houses Microsoft's online efforts. Old ones are moving away. Once (and if) DeVaan and Chase settle in as managers of the consumer division and make the inevitable (and business-as-usual) changes there, my guess is that the pace of acquisitions will pick up a bit. But there's bound to be a learning curve since DeVaan has spent his entire career in the rather insular world of Office and Chase has focused on Windows. The poor internet division (under ever-changing names) has gone through some dizzying changes of "vision" in the past few years, so they might also want to make sure the divisional eyes are properly focused there before heading outward on the hunt.