How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 485.49

+1.8%

Nov 26 3:59 PM EST

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To: t2 who wrote (25498)	7/6/1999 12:42:00 PM
From: Stormweaver	Read Replies (1) of 74651

I agree, a SUNW takeover is not likely based on future growth concerns with increasing iron competition and reduced iron margins. Per Bill's likely candidates, the last thing INTC and IBM need is to digest something the size of SUNW; little gain and lot's of pain. If IBM wants Solaris for their RISC boxes they can setup an agreement with Sun and port it; not buy the entire company. If they want JavaSoft they could more easily buyout that division or buy-in and become a partner. INTC I don't see any benefit and the DOJ would probably block it anyways (taking over another chip company). For MSFT I can see an agressive DOJ doing a 2-way split - separate apps from OS companies. This would no doubt would cause Bill to take some pepto but in the long run it would appease the lynch mob without adversely affecting shareholder value. I still don't think there is justification for this but no doubt the DOJ will do something. Even with the DOJ cloud, long term MSFT is a great bet, IMHO ... think if you owned AT&T before the split ;) Cheers James

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