Charles, in addition to all of your well reasoned points, I respectfully add the following:
1. McNeally's appointment to the GE board is, in my mind, very significant. The potential alliances that may be formed as a result of that appointment are not to be underestimated. The appointment gives McNealy much more credibility.
2. The MSFT antitrust decision. MSFT is going to get a spanking, at the very least. IMHO, MSFT will never again be the company it once was, and will have to be much more circumspect about the way it deals with other companies. McNealy and SUNW, who spearheaded the move against MSFT, will reap the benefits of MSFT's misfortune. Like him or not, McNealy is a pretty gutsy guy. Personally, I like the guy. I like what he's accomplished and I admire his fighting spirit.
3. As a concomitant to point 2. I believe there is money flowing out of MSFT and into SUNW, AOL, ORCL and others similarly situated. I believe this process will continue.
Regards,
Tecinvestor |
