SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : How high will Microsoft fly?
MSFT 465.93+3.3%Jan 23 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ToySoldier who wrote (31851)11/5/1999 7:50:00 PM
From: Sir Francis Drake  Read Replies (1) of 74651
 
Can't say this wasn't to be expected. Even more - the facts are on TPJ's side, in that MSFT has a monopoly, and further, that they have used it to abusively (and I bet illegaly) constrain competition.

That being said, there is one huge issue that I'm not sure TPJ appreciates: MSFT's monopoly is NOT sustainable. It is very fragile. It may LOOK like it would take years to shake it loose, but I'm convinced that's just an illusion.

The software/hardware industry is changing so rapidly, that only a fool, or a person not familiar with the technology would make claims of the monopoly being sustainable for any lenght of time.

The question is: if we assume that MSFT has been guilty as charged (which I do believe), what is the remedy for past wrongdoing? I fear that any harsh remedy based on a faulty assumption of the sustainability of the monopoly will do serious injury to the company.

I wish I could be more optimistic (I am a shareholder of long standing), but I fear the blunt and clumsy instruments that the goverment will now wield.

This ruling was to be expected - and certainly nothing to cheer about, for the MSFT longs. A sad day.

Morgan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext