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Technology Stocks : How high will Microsoft fly?
MSFT 491.12+1.7%Dec 8 3:59 PM EST

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To: Hal Rubel who wrote (8402)6/11/1998 3:51:00 PM
From: rudedog  Read Replies (1) of 74651
 
Hal -
Good points. The attitude and culture within MSFT has fed on itself for a long time (as it has at Intel) and things that are accepted as normal and rational there have gradually drifted far from the mainstream. From that standpoint the real value of the DOJ investigation might be in changing the way that the culture outside of MSFT gets injected, and what effect if any that will have on the way decisions are made. Weak medicine will have no effect, strong medicine might kill the patient.

More important even than the effect inside MSFT is the effect on the big OEM partners. Note that CPQ is not on the list of people the student called. CPQ offers virtually all of its products with multiple OS including OS/2 and SCO UNIX as well as NO OS. But then CPQ never accepted the licensing terms that the others went for, preferring freedom in the market to the cost savings of the more restrictive license terms.
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