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Technology Stocks : How high will Microsoft fly?
MSFT 476.080.0%Dec 17 3:59 PM EST

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To: Sir Francis Drake who wrote (24860)6/24/1999 6:04:00 PM
From: RTev  Read Replies (2) of 74651
 
Do you *honestly* believe MSFT is going to be hurt by this AOL/Microwerks deal? C'mon.

Exactly. Microsoft misses competitive threats occasionally, as they did when Clark started Netscape, but on this one, I think the MS person got it right when stating (according to today's testimony) "Platform threat - AOL doesn't have it in their genes to attack us in the platform space".

I'm sure they'll be a few days of activity around this announcement. It brings up some interesting questions:
-- Did AOL fail to produce responsive material that could have indicated this sort of deal was in the works? If so, then they could run into legal trouble, and Microsoft might manage to re-open the trial for some additional testimony and exhibits.
-- If AOL did produce responsive material, did Microsoft's legal staff fail to notice the significance of the material? If so, then they're probably just SOL.
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