MSFT Internet Explorer vs. NSCP Navigator Message Board

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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Gerald R. Lampton who wrote (23788)	1/13/2000 7:48:00 AM
From: Harvey Allen	Read Replies (2) of 24154

Register: DoJ to propose MS breakup next week That leaves the big question of whether Microsoft could bring itself to deal. As we said yesterday, and as IDC recommends, a split into three companies wouldn't necessarily hurt the company, and it might even help. It seems pretty likely now that breakup will be the DoJ-states proposal for the mediation talks, and given the difficulty in getting the prosecution alliance to face in the one direction, and keep facing that way, it will be tricky to change the proposal radically later. Which puts the ball into Microsoft's court. If the company says no, then the trial looks like going to the wire. But it'll come under increasing pressure from analysts, commentators and quite possibly its own shareholders to say yes - the breadheads must be starting to note the advantages of leaving the antitrust actions behind, speculating on the AT&T precedent, and musing on how much more their stock might be worth if it were invested in three Microsofts instead of just the one. theregister.co.uk

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