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

To: djia101362 who wrote (20285)	4/11/1999 7:40:00 PM
From: ed	Respond to of 74651

Just because all the products Microsoft made is so inter-related, so some division need to be spin off in the future. Don't you think the CE needs to talk to NT when the data needs to be sent back from a remote PDA ( operated by CE) to the PCs ( operated by NT) in the head quarter through microwave ? Because all the business Microsoft involved are in the frontier of fast growth and very high potential, it will make Microsoft growing into a monster in the next 10 years, you know , when an organization grows too large , it will be very hard to grow continuously. So, before it happens, Microsoft needs to do some long term strategic planing for the future growth, I means very long term . Besides, I do not think it is a good idea for CPQ to merge with AMD. It is not short of CPUs in the market, and CPQ had Alpha to compete with Intel in the future. What CPQ needs to do is just keep AMD alive , but will not starve to death, so that AMD can continue to drag Intel, and CPQ can use the second source from AMD to bargain with Intel. At the same time, CPQ can license its Alpha to various manufacturers around the world, we know the world is not short of semiconductor manufacturing FABS, but profitable products to process. CPQ also had a license with Sam Sung to manufacture Alpha.