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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Scott C. Lemon who wrote (27804)8/21/1999 12:12:00 PM
From: Jack Whitley  Read Replies (1) of 42771
 
Scott I have read all of your posts, with, as usual, great interest. However, on the subject of MSFT and their monopoly, I could not disagree with you more. MSFT has probably the most blatantly harmful, computer productivity sapping, trade restraining, competition inhibiting monopoly in the history of......monopolies. And you're saying they "may have crossed some boundaries" ? This monopoly was created by breaking laws set forth by the Congress of this country.

When Micron, who is in the cut-throat PC industry battling for survival and needing every sale, will not ship me one of their $2,400 PCs without an operating system installed (and my only choice of OS is Windows, not made by Micron, but another company!), there are deep, deep, issues, not "crossing of boundaries".

The only reason this has gone on as long as it has is because most of the federal bench is made up of a bunch of technical illiterates, and even the DOJ had trouble cobbling together a group that could effectively make a case (reference their mispronouncing of the word "log-in" during opening arguments). But the weight of the law is getting ready to manifest itself, and what is getting ready to happen will ensure that no one will mistake that they merely "crossed a few boundaries".

I've been a member on SI since Feb 1996, have read every post on this NOVL board since that time, all the while adding shares, even in the darkest days, when some of the "smart" IS people were deriding me and my posts. I am so thankful that I didn't listen to them. And strategically speaking, I was dead right about how this would play out for Novell.

Your posts during those times were technically specific and adept, contrasts to some of the generalized "doom and gloom" that was prevalent on the board. They were very helpful to me. However, your recent characterization of MSFT having merely "crossed a few boundaries" is just incredible to me, for many reasons.

jww
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