How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 483.03

+0.5%

Dec 5 9:30 AM EST

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To: t2 who wrote (19208)	3/29/1999 8:09:00 PM
From: RTev	Read Replies (2) of 74651

The goal of the states is clearly structural change. That seems to be their bottom line. Why would they pick the auction method as their preferred alternative? Because it accomplishes a second goal: maintenance of shareholder value (at least in the short term). Are there other ways to reach both goals. Sure. The states suggested several. I suspect there is plenty of room to negotiate, but only as long as they're talking and only if Microsoft is willing to at least talk about the fundamental goal: structural change. So far, there is only one small hint that Microsoft is even willing to discuss that. That hint comes from today's reorganization. Consumer Windows is given an unique isolation in the new organization plan. If Microsoft were willing to make a structural change in response to this suit, the new isolation of Windows9x makes that a easier task than it was under the old organization and far easier than it would have been had it been included in the Consumer division.

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