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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (24051)	5/2/2000 11:47:00 AM
From: Apollo	of 54805

Luke: The legal case so far has turned out as I expected. I also believe MSFT will lose the appeal process, though undoubtedly MSFT's outside lawyers will be willing to fight the case to MSFT last dollar. Prolonged litigation has a very enervating effect on a company, so buyers may have to be very patient.In any case the government will not present this victory to the public as creating 2 smaller "monopolies" from one larger one, so their liberal backers will be happy. They will also have achieved a main goal of the litigation- forcing tech companies to contribute more money to Democrats. The ones who should really worry are competitors faced with invigorated agile innovative post break up MSFT. This is a bit ironic since they helped jump start the DOJ case. This sort of brilliant insight and prose is the very reason I'm pissed at you for being away so long. We need you on this thread, and we need more of you. Alright, that's all for now, but any other unacceptable absences on your part will necessitate a prolonged review of your misbehavior out back by the woodshed. <vbg> Stan

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