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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Brian Sullivan who wrote (40376)3/13/2001 7:52:43 PM
From: t2  Read Replies (1) of 54805
 
Brian, That Microsoft story was right on. The government failed to see what a weakened Microsoft meant for European and Asian countries.

It also made MSFT an easy target around the world.
In addition, it made it impossible for Microsoft to be able to set some of the standards in wireless.
Without the anti-trust case, companies would have been coming to Microsoft for new partnerships instead of the other way around.

Basically the commentary by the professor is what I had been saying during the whole trial. The government did not realize what kind of gamble they were taking with the future of America. That is probably one reason why Japan did not pursue legal action of its own against the company after Netscape and/or some Japanese software company had complained. Why would they make themselves look bad when they have the DOJ will do the dirty work for them?

The Europeans started taking shots at Microsoft as the US government was basically giving them the green light to do so.

However, I do think the negativity around Microsoft's image has run its course by now and things may look up.

Strong companies in downturns can strengthen their market positions. In the case of Microsoft, the slowdown in wireless buildout for internet applications may signal that the PC will remain at the center for a lot longer.
If high speed internet (or at least the highest speeds) is only available over cable/dsl etc, then one can bet it will be the PC and not the cell phone that it is hooked up to.

Maybe the PC won't die as many had predicted. We just need a spark for the upgrade cycle; increasing broadband connection speeds could be one catalyst or a new Windows o/s that we can't do without. I am still running on Windows98 and need a reason to upgrade to a P4 or newer o/s.
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