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Non-Tech : The Critical Investing Workshop

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To: Jill who wrote (10547)	4/3/2000 2:18:00 PM
From: techguerrilla	Read Replies (3) of 35685

On MSFT/JDSU Jackson's ruling will almost definitely be severe and leave the penalty cloud over MSFT for the immediate future. Sure, business and governmental entities made the settlement talks difficult. That was to be expected, though. This is a very difficult case to settle. The problem fpr MSFT is that the government holds the cards. All of them! The case reminds me of the AT&T case of the 1970's. Confusing settlement talks went nowhere and the government's cards got played. AT&T LTB&H's were not hurt. Government action was healthy for the industry and AT&T LTB&H's. No? I am not a doomsayer. I hold neither MSFT not JDSU. When JDSU flirted with 300, I was planning an entry post-split below 120. Even though that opportunity presented itself, I have since determined the stock to hold now is QCOM. It was a stressful three months, but QCOM is looking as solid as it has ever looked. Best wishes, Jill. Porchin' on my cellphone to Nokia <ggg> John

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