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Technology Stocks : How high will Microsoft fly?
MSFT 459.87+0.7%Jan 16 3:59 PM EST

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To: Teflon who wrote (28697)8/25/1999 6:31:00 PM
From: DownSouth  Read Replies (1) of 74651
 
Think about it:
1) DoJ is on their case as a monopoly;
2) The current case is not the last case against them. MSFT will continue to dominate new niches over the years ahead.
3) The sheer size of MSFT is making it harder to manage and harder to continue high growth rates.
4) There are more product/market opportunities out there on which a single company can possibly focus.
5) Breaking up the company does not dilute the current owners' equity.

So why not break up into 2-5 companies voluntarily? It isn't unlike what AT&T (gladly) did in 1983. (I know we have had this discussion a few months ago.)
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