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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (2443)6/3/1999 9:43:00 AM
From: Mike Buckley   of 54805
 
Frank,

You're a better journalist than some of the journalists.:) I was referring to the article, not you, when I used the term, "irrespsonsible."

For me the distinction between the two cases is simple. I'll try to explain.

The DOJ's and Softie disagree profusely on their understanding of what was said and implied in Softie's meetings with competitors, suppliers and customers.

In Intel's case there was no disagreement with DOJ about the substance of the conversations. Instead, the disagreement was whether or not the substance of the conversations were legal.

For me, there is a big difference between the two situations which might partially explain why it became much easier for Intel and DOJ to come to an agreement.

As always, just my opinion.

--Mike Buckley
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