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Technology Stocks : Novell (NOVL) dirt cheap, good buy?
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To: PJ Strifas who wrote (27731)8/18/1999 12:25:00 PM
From: ToySoldier  Read Replies (2) of 42771
 
Peter,

(Damn! I have to write this whole posting again because of SI's "Preview" bug.)

If any company in the tech industry - including AOL - would not be worried when MSFT decides to target and overtake an industry segment that they are in, they are either stupid, arrogant, IBM, or a combination of all three.

AOL has a very valid reasons to worry about its recent battle with MSFT. MSFT has proven time and again that there is no business activity that is either too immoral, unethical, or even illegal. The DOJ trial is clear evidence of that.

The DOJ trial and the resistant industry actions against MSFT's more recent exploits will definitely slow MSFT's progress, but the recent actions that MSFT has been caught doing against AOL is proof that even the government does not scare MSFT enough to stop its unethical acts.

Having several industry players circle the wagons and unit against these attacks from MSFT will likely be the most effective method of stopping MSFT's overthrow attempts at new industry segments. The AOL-NOVL-IBM agreement on instant messaging and the previous announcement of the DIF vs MSFT's Zoomit acquisition are clear "circle the wagons" examples of the industry protecting itself from MSFT attacks. I'm sure you can name a couple more examples (like Java, Open Standards, etc.).

Good observation Peter!

Toy
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