How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 485.49

+1.8%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Al Bearse who wrote ()	5/2/2000 8:59:00 PM
From: Mehrdad Arya	Read Replies (5) of 74651

Having reviewed the case against Msft, prior historical precedents and the corollaries associated with the breakups of ATT and Standard Oil, I am dumbfounded to see the panic selling in MSFT. This is practically the only stock in the big cap tech sector that is trading within any metrics that has some rational sense. Just compare Msft's multiples, cash reserves, investments and net margins with any other company and you will be hard pressed to emulate their fundamentals. Does anyone really think the era of the PC is really over? After careful deliberation I can only conclude that the PC will always be the most important device used to access the internet, the other bergeoning devices will at best complement the PC's of the future. For this reason I am betting the house on Msft. Has everyone forgotten that we live in America, a nation run by laws and not the whims of a judge and a few states. The consensus is on Msft's side; of the 50 states only 19 are suing and less than 30% of the public is partial to breaking up Msft. IMHO the breakup of Msft is a national security issue that should be carefully reviewed by the Oval office before any action is seriously taken. To kill the Goose that lays the Golden Egg, which unequivocally has been the vanguard in the digital era and the most important underpinning in our digital economy would be tantamount to treason by any judge or empowered officials. Why would we want to jeopardize the equanimity and health of our economy by allowing the DOJ to tamper with the dynamics associated with a company's ability to innovate and compete?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next