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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (26408)	7/16/1999 6:25:00 PM
From: Alan Buckley	Read Replies (1) \| Respond to of 74651

[Today's move was primarily due to MSN tracking stock. We will the real action from the Bristol case on Monday.] Bristol was out early today. I think it's been fully taken into account. Earnings will dominate Monday and Tuesday. The tracking stock is a big deal analysis-wise. I suspect it will increase interest over the next month.

To: t2 who wrote (26408)	7/16/1999 8:15:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

I mentioned that the States Attorneys/DOJ could be sweating. Here is something to back up my beliefs. I remember Richard Blumenthaul ( AG for Connecticut ) was so willing to help Bristol early on in providing information as "friends" of the court. I saw a clip of an earlier interview on CNN Moneyline in which he stated that MSFT is making it clear that small companies wanting to get big paydays (another words--playing "litigation lottery") will not have an easy time. He said the "Davids", in the David and Goliath battle such as this,would be discouraged from proceeding on such misconceptions. He almost sounded neutral to MSFT---sounding like someone who really does not have an axe to grind with the company. If anyone goes back about a year or so and watches his comments from back then, you would have seen a much different tone--he would have sounded like Joel Klein did after after the trial had wrapped up last month. We know Klein is not an elected official but Blumenthaul is. I would be willing to bet that this case is making the state attorneys sweat. They are probably the biggest roadblocks to a settlement in the case. Now we might actually get the settlement thanks to a jury verdict on Bristol. IF the decision was by a judge, it would not have bothered them but jury decisions tells them what the general public feels about the "evil empire". Just my thoughts.