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Technology Stocks : Gemstar Intl (GMST)
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To: Jeff Bond who wrote (3047)5/24/2000 10:25:00 AM
From: Raymond Clutts   of 6516
 
MSFT's reputation for integrating adequate security into its products is particularly suspect of late. Consider the difficulties they've had with Outlook/email breaches.

And, even if MSFT solves its security issues, if I were a publisher (or any content seller entering into a long term partnership), I'd be loathe to have MSFT as a partner since they're bound to attempt to establish dominance and will ultimately seek to squeeze down content prices in order to facilitate cheap content which in turn furthers sales of their software.

Dealing with a smaller company leaves the publishers in a more nearly equal bargaining position for all future negotiations.
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