SI
SI
discoversearch

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 : MSFT Internet Explorer vs. NSCP Navigator

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Daniel Schuh who wrote (23974)5/27/2000 3:15:00 PM
From: Exciton  Read Replies (1) of 24154
 
Thread: Might MSFT break itself up before the USG does?
Although I am philosophically opposed to the kind of market intervention undertaken in this case by the Justice Department, I think that the landscape of MSFTs market has changed so much since the beginning of the trial, that it might actually be in MSFT's best interest to break itself up. It seems to me that the tremendous leverage that the Windows platform has given MSFT is peaking as consumers and business have now either standardized on the platform or if they haven't by now, probably aren't going to. There, of course, is the continual upgrade cycle, but that may not be enough to achieve the kind of growth rates that MSFT and its shareholders are accustomed to. If MSFT broke itself up, before Uncle Sam gets the chance, it could do it on its own terms. A breakup into an operating systems and an applications company would free up the applications developers to develop innovative applications for multiple new platforms perhaps spurring the company on to new heights. I wonder if MSFT is red/blue teaming such a scenario at this moment. It would also be very satisfying to see MSFT just announce that such a proposal would be considered at the next stockholders meeting without even vetting it with the Justice Department. What would Justice do? Tell them they aren't allowed to break up?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext