How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 480.86

-1.9%

3:48 PM EST

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To: James Fink who wrote (5699)	4/6/1998 3:00:00 PM
From: Alan Buckley	Read Replies (1) of 74651

I've been following the DOJ business closely and have become less concerned over time. There's uncertainty, of course, since the DOJ hasn't said what remedy they seek, but that in itself indicates the charges are political rather than substantial. Politically based charges tend to end in agreements that claim great change but accomplish little, e.g. Klein's comment that hiding the lousy IE icon is "a great victory for entrepreneurs and innovators". Even the most drastic outcome, the splitting of MSFT into separate systems and applications companies, is not necessarily bad news for stockholders. We've already seen articles speculating that MSFT is actually worth more broken into separate companies. Further, it will takes years if not decades for such a result to actually be implemented. What's happened is that MSFTs competitors have spent the last 6 months making sure MSFTs name is all over the press during a period where there have been no major MSFT product announcements. They've done this by announcing publicly and repeatedly that they cannot compete with MSFT. What are customers going to think next year when these same clowns arrive peddling their products against NT5, Windows98, voice-enabled Office, or 64-bit NT? MSFT is going higher long-term.

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