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Technology Stocks : How high will Microsoft fly?
MSFT 504.31-0.3%12:10 PM EST

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To: Rusty Johnson who wrote (10614)9/9/1998 3:29:00 PM
From: Alan Buckley  Read Replies (3) of 74651
 
141 is the number of paragraphs in the brief. So?

I think it's very positive for MSFT that the DOJ is changing the direction of it's case at the last minute after 18 months of, uhhh, preparation. Several months ago Klein was saying he wanted to avoid the broad unfocused charges that led to the 14 year IBM fiasco. Now he's suddenly going broad with this "pattern of behavior" business.

That's because the DOJ knows the specific points of their original case, the one they mouthed off so vociferously about, are looking weak. They are desperate to avoid a situation where MSFT can declare victory, so they say "it's just a bump in the road" and hint that "more charges are coming."

But MSFT doesn't really need a victory, they just need to avoid a stunning defeat. The fast pace of the industry and the regular shuffle of politicians (and AGs) play to MSFTs advantage in a long drawn out case, and you can bet the $250/hr consultants the DOJ has hired will draw this sucker out for years if not decades.
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