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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: ajtj99 who wrote (15527)12/22/2001 4:59:27 AM
From: Psycho-Social  Read Replies (1) of 99280
 
MSFT:
MSFT is very influential re the Nasdaq, no doubt about it. The real difficulty in analyzing the company's expected performance is the legal aspect - right now the wild card is Europe. Unless you have someone on the inside, ala Gordon Gekko, it's difficult to tell what will happen and when. If the Euro Trade Commission tells MSFT that their practices are anti-competitive and illegal and that they must change them, that could throw a monkey-wrench into the situation. In Europe, MSFT doesn't have public pressure on their side, nor any political influence, except on the negative side. They can't use their $ to buy people off. On the other hand, it could just turn out to be a tempest in a teapot. It's difficult for the non-specialist in this area to know.
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