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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Scott C. Lemon who wrote (19701)1/18/1998 11:39:00 PM
From: Paul Fiondella  Read Replies (1) of 42771
 
Scott, never underestimate the power of money in forming public opinion

I've looked at MSFT's brief as posted. It stikes me that the Justice Department suit is much less of a threat to MSFT than it seems.

I haven't heard anyone say that the Justice Dept should relitigate the anittrust effort agaisnt MSFT. THey are only arguing whether MSFT is in compliance with the original consent decree.

Remember that when the lower court judge objected to the original terms of the MSFT Justice consent degree, the Justice Deptment appealed his ruling to the Appeals Court claiming the lower court judge had no power to hold up the agreement. THe Appeals Court reversed the lower court judge.

That same Appeals Court is now considering whether MSFT's assertio n that it has complied with an ambiguous consent decree is true.

ITs quite possible they will rule once again in MSFT's favor on very narrow legal grounds.

That leaved the bottom line where it always has been. Does this Justice Dept. want to break up MSFT?

I think the answer was arrived at in a golf game out on Martha's Vineyard several Bill CLinton Summers ago.

This is public theater. I will be very surprised if Windows 98 doesn't come out on time as expected.

As to Alsop and the power of the US Government. Since when does the Government tell US Corporations what they can and can't do anymore. You have been watching too many Depression era movies. Even then Preston Sturges favorite theme was the millionaire that had his eyes opened to "doing the right thing". Isn't Bill Clinton i nfavor of moral incentives?
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