Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.730

+10.2%

Nov 11 3:57 PM EST

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To: Bill Wexler who wrote (4714)	11/7/1999 3:35:00 AM
From: Bill Wexler	Read Replies (5) of 10293

More on MSFT. I have thought this over carefully, and I stand by my original conclusion. In fact, MSFT is now at the top of my must-buy list. 1) I believe the judge's decision will have little or no effect on MSFT's bottom line - where the real impetus for the stock price lies. 2) In my investor mindset, the only way I see this decision is simply as an acknowledgement by the U.S. government that MSFT is the most successful corporation on Earth. 3) Past anti-trust actions by the U.S. government have generated enormous shareholder value. 4) Even though I don't think MSFT will get broken up (I would mortgage the farm to buy the stock if it did), I do believe MSFT will be more inclined to spin off "Baby Bills" from this point forward. One way or another we are eventually going to get tracking stocks...count on it. 5) The histrionics and bashing from the small fry on message boards and the smiles and high-fives among Janet Reno's crew tell me that this is more of a PR victory, and should be seen as an extreme contrarian indicator. 6) In all the "analysis" I have seen from the media there is no mention of MSFT's changing business...specifically its investment of billions into communications infrastructure. 7) Contrary to popular belief, I think that a lot of institutions that have missed the boat are going to see this as an excellent buying opportunity. The message boards are crawling with Linux and Corel touts claiming Microsoft is dead. I am certain that the damage - if any - short term will be negligible. In fact, I think there is a possibility that the stock may actually close UP on Monday - maybe driven there by short covering and institutional buyers who will try to place bids underneath Friday's close. This is a spectacular buying opportunity. Ignore the noise and keep an eye on what really counts - the bottom line. I think the stock will trade significantly higher from here...but I'm betting on a much bigger - and now likelier - payoff - the eventual creation of "Baby Bills" or tracking stocks. There is a real chance for small investors who missed the ride from 1986 to the present to become wealthy off this amazing company - again! Do not miss it.

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