Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: t2 who wrote (28124)	8/12/1999 5:07:00 PM
From: RTev	Read Replies (2) \| Respond to of 74651

MSFT's defense against DOJ is now strengthening as the proof is all around that it is a competitive environment. The trial is over. The evidence has been submitted. Microsoft will win or lose based on that evidence of what happened and what the competitive environment was a year or more ago. If they lose, then current and projected competitive issues would become important in the penalty phase.

To: t2 who wrote (28124)	8/13/1999 1:59:00 PM
From: Jon Stept	Read Replies (2) \| Respond to of 74651

Microsoft on the ropes? In perception, yes, in reality no. Check out the history. Let's see Oracle and the big bad net PC? No. Novell's NDS? No. Netscape's browser? No. What was the flaw in each of those strategies? Oracle- seemed driven by an ego more than any technical advantages. Novell- Good product, but too late and not an app killer. Netscape- Not unique enough. Now Linux will kick Redmond's butt? An alternative open desktop? What about Apple... isn't that an alternative open desktop? What about UNIX? Wasn't that open enough? Also, it is hard to see the actual potential in this with all the vindictivness that clouds the picture. What is the advantage to the business community who has all their users and systems geared towards Microsoft? Talk about inertia and momentum... whoa! What would make them change? I don't see any catalyst event like Microsoft was lucky enough to find (the PC and IBM's stodginess). Microsoft will really have to miss the boat for RedHat to become a threat... and with billions in Redmond R&D and their countless investments, Microsoft does not appear stodgy... they are scared of competition and that is their motto. Nothing new there. I am sincerely interested in knowing how this presents a threat to Microsoft, especially since this competition might even be welcomed to support Microsoft's arguments with the DOJ. Just my opinion.