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To: Jill who wrote (10547)	4/3/2000 1:49:00 PM
From: techguerrilla	of 35685

Hi there Jill First, JDSU. I think this inquiry by the DOJ is not particularly routine. In the past, I would have said it was routine. Regardless, JDSU will have this cloud pass rather easily. As a result, we may be seeing the final great "buy opportunity" today for JDSU. Its drop on that news was not particularly severe. Second, MSFT. It does not matter to me what party stalemated the talks. If Posner couldn't get an agreement, I don't believe anybody could have obtained one. Posner is the genius of the antitrust world. As a result, IMHO, Jackson will likely order a serious divestiture today. Consumers and businesses have been hurt by Microsoft tactics over the years. Its practices have been the most abusive in U.S. history. My opinion for quite some time has been that we are going to see the divestiture of Microsoft. It should be announced today. Microsoft will then face an uphill Court of Appeals battle in one of the nation's most liberal Circuits. The irony is that the short-term may be poor for MSFT, but the long-run may be vastly healthier. John

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