How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 477.74

-2.5%

Dec 3 3:59 PM EST

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To: John F. Dowd who wrote (32599)	11/7/1999 12:55:00 PM
From: t2	Read Replies (1) of 74651

JFD, As you are someone probably follows politics; what do you make of Orin Hatch's tone down attacks of MSFT on CNN a few minutes. It almost makes me think that he trying to avoid shooting down his political chances (which are close to nil anyways). Said nice things about Herbold (who also made an appearance). Overall there seems to be a somewhat conciliatory tone. Said nice things about BG and company. Is he expecting some funding for his campaign? Sure seemed like it. Herbold declined to talk about settlement talks because of their agreement with the DOJ. Joel Klein is one scary looking individual when he is smiling. Just kidding, kind of. (He is probably is a nice guy who means well). When asked about what they are looking for, he does not give any indications at all. Maybe they don't know what they want in a settlement, which is something that could complicate any talks. He stated they are consulting the industry. I find it hard to believe that MSFT would give in to major concessions. Taking out the browser from Windows and selling it as a separate product makes no sense. What about future voice recognition technology? Having stated all that-----Here is what MSFT plans, IMHO. Windows2000 is coming out in a few months and is not a monopoly. That will have IE in it. Only if it attains monopoly status, which could be 3 to 4 years away, will the government be able to take action against MSFT. MSFT now knows that they can't leave a trail of tough talking emails for all to see. I doubt they need to resort to heavy handed tactics anyways---they never should have. When the consumer version of NT comes out, it would compete with the upgrade to Windows98. What becomes the standard in the corporate world will become the standard for the home user, sooner or later---familiarity with the OS helps achieve this. I think they should spin off the current operating system! It will attract a high valuation in the marketplace. Shareholders will be happy. That is a reasonable settlement----maybe even keep a 40% stake in the new company to facilitate exchange of information. BTW--Of course i could be way off like i was about the possible outcome fact finding.

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