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

To: ToySoldier who wrote (31851)	11/5/1999 7:50:00 PM
From: Sir Francis Drake	Read Replies (1) \| Respond to of 74651

Can't say this wasn't to be expected. Even more - the facts are on TPJ's side, in that MSFT has a monopoly, and further, that they have used it to abusively (and I bet illegaly) constrain competition. That being said, there is one huge issue that I'm not sure TPJ appreciates: MSFT's monopoly is NOT sustainable. It is very fragile. It may LOOK like it would take years to shake it loose, but I'm convinced that's just an illusion. The software/hardware industry is changing so rapidly, that only a fool, or a person not familiar with the technology would make claims of the monopoly being sustainable for any lenght of time. The question is: if we assume that MSFT has been guilty as charged (which I do believe), what is the remedy for past wrongdoing? I fear that any harsh remedy based on a faulty assumption of the sustainability of the monopoly will do serious injury to the company. I wish I could be more optimistic (I am a shareholder of long standing), but I fear the blunt and clumsy instruments that the goverment will now wield. This ruling was to be expected - and certainly nothing to cheer about, for the MSFT longs. A sad day. Morgan

To: ToySoldier who wrote (31851)	11/5/1999 7:51:00 PM
From: John F. Dowd	Respond to of 74651

Toy: This was a surprise to no one given the antipathy demonstrated by the judge throughout the "mock" trial. JFD

To: ToySoldier who wrote (31851)	11/5/1999 8:06:00 PM
From: werefrog	Respond to of 74651

Toy: I concur, this is a very Picayune board First they were blaming Ballmer, then Greenspan, and now, the Judge. These officials don't invest people's money and it is up to the investor to assimilate news and invest accordingly. I mentioned MSFT could be entering a phase similar to IBM when it went from 175 down to 40 and back over a five year period, but these microsoftee's are a spoiled bunch. The railroads made paupers out of more investors than any other sector in history, but only the one's who would not sell got burned.

To: ToySoldier who wrote (31851)	11/5/1999 8:08:00 PM
From: Michael Young	Read Replies (1) \| Respond to of 74651

<<I had stated on this board (PROOF IS IN PRINT) consistently that MSFT would lose this case. It didnt take a rocket scientist to figure that out. But it did take an UNBIASED opinion which there are extremely rare examples of on this board.>> Agreed. But the best thing was that the stock would go up anyway. Are you predicting $130 on this next breakout? That looks like a reasonable target to me.