Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : E*Trade (NYSE:ET) -- Ignore unavailable to you. Want to Upgrade?

To: Olu Emuleomo who wrote (6688)	6/1/1999 8:06:00 PM
From: Mr. Tomatohead	Respond to of 13953

Not to disparage one over the other,as I'm long on AOL and MSFT, but I think your "user" numbers are a little narrow. The figures you gave shortchange both AOL and MSFT. I hardly think that MSN is representative of MSFT's entire internet strategy, and as recent acquisitions indicate, AOL is transforming into much more than a subscriber service. My point was, that even though MSFT was once thought by many to have been passed by on the 'Net front, it was way to early in the game to have written off the benefits that it might still see from the 'Net. Does anyone now doubt that MSFT is benefitting from the internet ? I think that there are a few more than 2.5 million people cruising the net on fairly new machines that just made MSFT a nice chunk of change. Probably more than 2.5 million in several states ! My point is that there is no guarantee that Merrill Lynch will eventually catch up (as a long on EGRP, I hope not !) but that there is certainly no guarantee that being first and being the one way behind will have much to do with the long picture. Not too many of us using Microstar wordprocessing programs or Commodore 64's. How long ago were they way ahead out of the gate. Maybe both will win bigtime, maybe one will acquire the other, many other scenarios possible. Probably a giant win-win situation out there.