How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.52

-2.8%

Dec 10 3:59 PM EST

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To: cheryl williamson who wrote (44308)	5/5/2000 8:00:00 AM
From: rudedog	Read Replies (2) of 74651

Cheryl - I agree with your post... Intel, the OEMs and MSFT all had a nice ride but the game has changed. As far as "what's my point", I was responding to SunSpot's post. Having taken the time to actually read all of the testimony in the current DOJ action, I wanted to find SOME use for all that information <gg>... but I think it is also important to stick to the facts. There are plenty of REAL issues around MSFT behavior without creating a discussion about stuff that never happened and was not part of the behavior the courts seek to correct. As we head into the "remedy" phase, it will be important to understand what the trial record did and did not show, if we care about what the possible outcome is. I doubt that you have a position in MSFT, but I have a pretty substantial holding and I want to make the right decisions about how to manage that investment. As far as "there has never been a market for PC operating systems", that is only true if you define PCs as the IBM architecture. I myself wrote two operating systems in the mid-1970s for what would have been defined as personal computers today - small general purpose machines designed for desktop use. There were at least 5 commercially available OS variants at that time. It was the failure of the industry to shift those operating systems to the 16 bit world, and the perception of IBM's clout, that really created the environment for MSFT's later success. The standardization is really what drove it.

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