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Technology Stocks : How high will Microsoft fly?
MSFT 493.80-2.7%3:59 PM EST

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To: Paul Fiondella who wrote (12476)11/23/1998 2:27:00 AM
From: ed  Read Replies (1) of 74651
 
I think after Monday's announcement, the DOJ's case against MSFT brought about by NSCP is over.
Why?

1) NSCP did not exist as a company, and there is no base anymore for DOJ to
fight against MSFT. There is no reason for DOJ to ask MSFT to market
the NN which will have a very big distribution channel through AOL's
existing market.

2) NN ( From new AOL) + Java ( From SUN) + AOL's distribution channel means
a big threat to MSFT, so, it is MSFT who got hurt , not the old NSCP.

3) MSFT will rearm itself to face the fierce competition from New AOL + SUN,
and probably will think of buying Yahoo. Yahoo can not compete alone
against AOL + SUNW, and will probably accept the offer.
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