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: Michael Bakunin who wrote (31395)	10/29/1999 8:55:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

MB: I am amazed at the astute awareness some posters have for the superficial histrionics of the courtroom vs. the fact that the DOJ did not prove harm to the consumer. Those such as yourself take a middling approach but warn of dire results indicating that : 1. In your opinion that the judge is a fool and unaware of what has been going on in the marketplace. 2. The 39 million shares sold on a 2 1/2 point uptick in anticipation of a possible release of finding of facts were purchased by yet another kind of fool. I would say that you, Smart Investor and others qualify to write copy for ZNet,CNBC or some other clueless financial/computer media outfit. Good luck to the longs. JF Dowd

To: Michael Bakunin who wrote (31395)	10/30/1999 8:50:00 AM
From: Tecinvestor	Read Replies (1) \| Respond to of 74651

Michael, I do not believe the parties are not motivated to settle. I believe the FOF would have been issued two weeks ago were it not for ongoing settlement discussions which, as you may recall, started months ago. However, if there is no settlement and the FOF are issued, I agree that the judge will, again, urge the parties to settle. It will be a stepped procedure. I know John Dowd disagrees (and I respect his opinion), but I, like you, feel MSFT will take a hit on the FOF. (At this point I should inject that I am very long MSFT; I have no short position.) I voice no opinion on the propriety of such an adverse determination; only that I believe that will be the outcome. However, the more significant issue, assuming MSFT takes a hit on the FOF, is what will the remedy be? Perhaps MSFT feels that it can await the FOF and, if they are harsh, still negotiate a settlement, assuming Justice does not harden its position at that point. Again, this thing should be settled. All IMHO, of course. Tecinvestor