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To: Paul van Wijk who wrote (12113)	9/24/1999 4:20:00 PM
From: MeDroogies	Read Replies (1) \| Respond to of 19079

A friend of mine (who happens to own a modest Inet business) feels this is the case, as well. His feeling is that while all Inets are "overvalued", that overvalue is essentially "protection" from MSFT. Not that investors are deliberately doing it, but that in not wanting to "miss the next MSFT", they have applied MSFT multiples to all these companies. That, effectively, prevents MSFT from actively purchasing alot of them. Ballmer, no fool, doesn't like that turn of events. After months of saying so privately to the analysts, he goes public to drive down the market....

To: Paul van Wijk who wrote (12113)	9/24/1999 4:30:00 PM
From: lml	Read Replies (2) \| Respond to of 19079

The bottom line to all this discussion regarding Balmer's recent comments is that MSFT will resort to any tactic, no matter how unscrupulous, to achieve its corporate objectives. I think DOJ's antitrust case points this out quite well. What's different this time around is that MSFT no longer holds a dominant position in the markets in intends to compete in. So, IMHO, expect to see MSFT sink to new lows, not in stock price, but in terms of the business practices it employs. I think Balmer's recent statements gave us of glimpse of where MSFT is headed.