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Technology Stocks : MSFT -- Should the DOJ Break it up?
MSFT 519.30+0.3%10:32 AM EST

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To: Kenneth E. De Paul who wrote ()5/23/1998 3:49:00 PM
From: esecurities(tm)  Read Replies (1) of 144
 
Should the DOJ also be looking at Paul Allen? Is he a[nother] smoking gun? Gates + Allen => a straddle (guaranteed monopoly?) on the entire internet paradigm shift?

pursuant to the fact he is [legally] in a control position of (NASDAQ:MSFT) ref/shareholdings and Board seat and his interests in WebTV (forcing NetChannel into insolvency?)...Telescan (NASDAQ:TSCN)...Precision Systems (NASDAQ:PSYS)...Cardinal [modems...] Egghead (NASDAQ:EGGS).. .Sharewave ...InterNAP ...TicketMaster (NASDAQ:TKTM)...USA Networks (NASDAQ:USAI) ...c|net (NASDAQ:CNWK)...et al...

after MSFT completely blew their approach to the Internet viz a viz establishing MSN as the portal to the internet v. Netscape...circa 11/96...Netscape [correctly] established the most intuitively elegant, seamless and [brilliant] solution for navigating the internet [and correctly identified the internet was about to trigger a change the world had not seen in several? centuries...with Netscape Navigator browser...contemporaneously with MSFTs internet portal solution "Microsoft Network" or MSN...Microsoft very quickly realized they systemically/fundamentally failed in understanding that Netscape [and not MSN] would become the defacto portal paradigm to the
internet...what's worse...is that Microsoft, like AOL, believed MSN [as did AOL] that the world was/would be more interested in MSN [and AOL] than, in reality, MSN and AOL were merely gateways to where everyone actually wanted to be [the internet]....when MSFT observed NSCP perform like nothing in the history of the world and certainly more substantive and exciting than anything Microsoft had to offer Gates realized he made a huge and potentially fatal mistake by backing the MSN paradigm v. Netscape-Internet ....this is a huge realization that MSFT completely blew it [and with all that arrogant 'bandwidth'] and was about to be upstaged permanently? ...so
Microsoft 'invested' or 'innovated' in Spyglass [Mosaic] browser ref/
spyglass.com and
Subject 5276 ...so with MSFT 'itching' over NSCPs overwhelming success and new kid on the block who was about to literally render MSFT irrelevant/innocuous piled billions? into Spyglass Mosaic [reinvent MSFTs internet strategy] aka Microsoft Internet Explorer and then turned on the Gates [White] Washing Machine to Turbo 'Spin' Cycle backed by another $billion? in marketing spin and preemptive [ OEM/Server strikes]...and then after [only] 12 months of that [and after MSFT, by their own admission blew it by missing the internet
opportunity with their massive and relentless MSN assault]...effectively shifted all internet effort from MSN to Internet Explorer [Spyglass] Browser circa q4 '96...and took IE browser share from nothing to 50+% within 18 months...wherein Windows 98 is NOW seamlessly and inextricably integrated with [Spyglass] Internet Explorer 4.0..'BECAUSE Microsoft user base demanded it'--Gates Newspeak 5/98....this is how it happened....innovation had nothing to do with it [IE/WIN98] simply pursuant to the issues of facts...tying, undue influence, restraint of trade, RICO?, FTC, unfair competition, section 3 Clayton Act Antitrust violations,...[simply] had everything to do with it...

PC WEEK*: What should the government do with Microsoft?

Ellison: It's very interesting. Bill [Gates] says Microsoft has to be
allowed to innovate. [That's] one of the most profoundly insincere
and duplicitous statements I've ever heard in my life. Bill took an
innovative company [Netscape], copied exactly what they're doing and gave it away for nothing in hopes of running them out of business. This is not innovation in technology; this is innovation in business competition.

PC WEEK: How do you police that?

Ellison: There are existing laws that say you're not allowed to use a
monopoly, which Microsoft has in operating systems, to gain a
competitive advantage in other areas. You can't simply take Internet
browsers and glue them into your operating system and say, 'This is
innovation.' If that's allowed, then Microsoft should be able to take
any piece of software and give it away as part of the operating system. Where does the operating system end? Internet browser? Database? General ledger? Personal finance? Microsoft would have it that there's only one piece of software in the world-the operating system. And every other piece of software is nothing more than an innovation and extension to the operating system.

* &copy 1998 PC WEEK

Is Gates an Edison, a Rockefeller or Memorex tape? and what role did Paul Allen play in all this pursuant to his 'innovative' role as a controlling shareholder of MSFT and 100% shareholder of internet conglomerate paulallen.com ?...

DOJ v. MSFT Field of d'Reams homepage.usr.com
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