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


To: Teflon who wrote (28693)8/25/1999 6:04:00 PM
From: johnd  Read Replies (1) | Respond to of 74651
 
Knowing BillG, my guess: No settlement.



To: Teflon who wrote (28693)8/25/1999 6:30:00 PM
From: t2  Read Replies (1) | Respond to of 74651
 
Re: Settlement with DOJ possibility.
MSFT might settle simply to avoid a dark cloud over a Windows2000 release. Looks like a strong possibility to me.



To: Teflon who wrote (28693)8/25/1999 7:28:00 PM
From: Alan Buckley  Read Replies (1) | Respond to of 74651
 
I can see a possible settlement with SUNW, but not DOJ.

DOJ will continue on for years. As time goes by, I'm finding I care less and less what Jackson rules. Chances are he rules against MSFT and the stock drops 15% in kneejerk fashion. I really don't see the drop sticking for more than a quarter, though. With my investment timeframes (currently about 2 years for MSFT) this is not worth avoiding. With the increasing relevance of PC-ish technology in the mainstream, the growing presence in the high end, and so many cash cows rocking, I think the upside still far outweighs the risk.