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Technology Stocks : How high will Microsoft fly?
MSFT 486.06+0.5%3:59 PM EST

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To: rudedog who wrote (45500)5/27/2000 4:48:00 PM
From: Daniel Schuh  Read Replies (1) of 74651
 
Take out the WIntel OEMs? To repeat Stevefoder's question, how in the world does this "demolish" the "business model" of Dell and Compaq? I'm sure little Mikey would be happy to testify to that effect, if that's what Bill told him to say, but that doesn't make it true. Compaq, I wonder. Both companies have their problems, independent of anything going on with Microsoft.

At any rate, I'm not holding my breath on a breakup. I'm somewhat in agreement with Jackson, I don't see the point of creating 2 monopolies in place of one. And I've posted that view long ago, too.

Cheers, Dan.
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