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

To: Sir Francis Drake who wrote (22554)	5/12/1999 1:32:00 AM
From: ToySoldier	Read Replies (2) \| Respond to of 74651

Your right Drake. I am seeing MSFT's stock price too far in the future. You might be able to see short term trends. I see it at a much longer outlook. that is because I see MSFT's troubles as they continue to feel the increasing pains of missing the new Internet Paradigms. They have become a over-weight lumbering corp. They cannot move at the speed of the thought! More importantly, they cannot move at the speed of Internet! Windows2000 is a perfect example of what I mean. BTW - if MSFT thinks that there is a market to be found in Web-TV with Windows CE, dream on. All previous iterations of Web-TV have been technical and as a result marketing failures. WHY? Because current TV resolution is no where near the capability to clearly display much of the text on the Internet web-sites. The majority of consumers will see it and gag at its limitations! I have seen and worked with Web-TV for 3 years. It was a marketing flop here with the Telco who tried to introduce it. MAIN REASON - the capability, clarity, and useability of WEB-TV was not worth the minimal savings of getting a computer and Internet connection. A WEB-TV station doesnt come close to a full-fledge computer in all these areas of critique. So, MSFT & AT&T have gone into a deal that will not be a marketing success. It will fail like all others have. Windows CE will not be the magic bullet to change the WEB-TV fortunes. Toy

To: Sir Francis Drake who wrote (22554)	5/12/1999 2:53:00 AM
From: ed	Read Replies (1) \| Respond to of 74651

With its existing 18MM subscribers, AOL owns the market channel, with AOL TV being added into the ball game, it will quickly expand its market with its existing 18 MM subscribers, so , Microsoft may run the risk of losing the CE war to Orcle who is one of the partners of AOL TV and will provide the OS software powered by the processor from NSM ---> the Network computers. So, AOL is using its leverage in internet service, i.e the huge base of subscribers , and quickly penetrate into the AOL TV market , and the final goal is build a network computer market and dominate it. Unfortunately , Microsoft's MSN did not have such huge customer base , and Microsoft did not know how to make the best use of it strategically. I have said long ao that Microsoft should invest its 5B in AOL , not T. More PDA strategy will be announced by AOL in the coming weeks, with wireless service from Hughes, and AOL TV + Network Computers as the platforms, AOL May dominate the PDA related business as well. All these will hurt Microsoft's base line business, i.e desktop OS and CE, and as Orcl dominate the OS for PDA and net computer, Microsoft will eventually lose all its business in application softwares, because people will use PDA and Network computers all the time, and Microsoft does not dominate that market. Of course, if Microsoft can quickly expand its MSN business or buy out AOL, the the whole picture will change, otherwise , I see Microsoft in big crisis in the near future in the consumer market .