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Technology Stocks : All About Sun Microsystems
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To: Tecinvestor who wrote (23180)11/20/1999 12:23:00 AM
From: QwikSand  Read Replies (4) of 64865
 
TI: On a less automotive note, the CNBS stated party line today became this: since Judge Jackson is now pushing for a settlement, M$ stock is going to go through the roof and "competitors such as Sun Microsystems" are going to take a hit.

I wonder how many dollars of Microsoft legal troubles are priced into SUNW stock, and how much of the recent SUNW run-up is for "sun.com" reasons, as twister might say (only I would say it with less sarcasm). I think most of it is the latter, but we'll find out next week.

IMHO as a lay spectator, while a settlement would indeed push M$FT up a lot, there's still almost no chance of it happening anytime soon. The M$FT mantra of "We'd love to settle as long as we can continue to innovate and do what's best for our customers" looks to me like very thinly disguised code for "We'll sign a meaningless 'cross-our-hearts-and-hope-to-die' token settlement, but we will not give one inch on any substantive issue such a a breakup or publication of core IP." There's reasons why a waiting game is M$FT's best play. A newly-elected administration's DOJ might settle on easy terms. Things in the computer industry could change to the point where M$FT could argue convincingly that no meaningful remedies to the original violations remain available.

I don't see what the downside is to them holding out, but I would very much like to know your opinion.

Regards,
--QwikSand
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