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Technology Stocks : How high will Microsoft fly?
MSFT 485.92+0.4%Dec 19 9:30 AM EST

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To: X-Ray Man who wrote (4878)1/30/1998 7:23:00 PM
From: Alan Buckley  Read Replies (1) of 74651
 
[I believe it does so by its business practices and marketing
saavy, and not by virtue of better product or value...]

The trouble with this view is that it assumes (a) MSFT has an unfair monopoly on marketing savvy, and (b) customers don't understand what they really want. In my view (a) they don't and (b) they do.

[But this situation is different, because the consumer themselves choose to avoid other products just because they are from another vendor. ]

That's right. The consumers are making the choice. They are making a value judgement on the benefit of integration. For now, they're deciding in MSFTs favor, but this will not likely be true forever. At one time IBM had the best integrated solution, but they made a mistake by misjudging the value of microcomputers to average consumers. Something will come along without the governments "help".

[Unclear how DOJ should respond.]

It is, and so they should wait until a workable and fair solution arises that clearly benefits consumers.
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