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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: mauser96 who wrote (23729)12/2/1999 11:01:00 PM
From: Gerald R. Lampton  Read Replies (1) of 24154
 
Yes, I did see the WSJ article. If you look carefully at Warren-Boulton's testimony, it, too, provides a roadmap of possible remedies.

. IMHO, I don't think any of these remedies would seriously harm MSFT. 1) would please users (who would almost all select Internet Explorer anyway)2) would make box makers happier and be good PR 3) is a bit more tricky, but likely if these middleware players products improved, it would create more demand for Windows. Why is MSFT resisting a deal like this? Hubris?


In my view, these various conduct remedies would harm Microsoft's (or its offspring's) ability to respond to changes in the marketplace, would spawn more regulations, as efforts to be fair to Microsoft lead to efforts to impose compensating regulatons on its competitors, and, as other companies are subjected to the same regime, would shift the economy even further away from the free market model than it already is.

Personally, in the long run, I think structural remedies are in the best interest of Microsoft, and the economy.
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