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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: JGoren who wrote (3004)	11/7/1999 9:05:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 13582

re: "The Judge's findings seem to signal of the beginning of aggressive regulatory intervention into the high-tech economy, and if so, it will go down in history as a colossal mistake," said ACT President Jonathan Zuck. " No way is the above true. He made an emotional response. Just last week, INTC was cleared of any wrong doing. Furthermore, I'll venture to say that MSFT will not be broken up, they will be fined, and forced to pay billions to Netscape share holders. Any impact we see on the market Monday will be short lived, once investors realize that MSFT will appeal, or they will settle. Greg

To: JGoren who wrote (3004)	11/7/1999 2:54:00 PM
From: cfoe	Read Replies (1) \| Respond to of 13582

Disclaimer: While I am not a fan of Microsoft, I am even less of a fan of the Clinton Justice Dept. and this judge. This being said, we need to take Zuck's quote (and ACT in general) with a grain of salt. There are two technology interest groups involved in this fight, one pro-MSFT and one anti-M. Needless to say M supports the first, and SUN, AOL, etc. support the second. Zuck and the head of the anti-M group were both on a CNN talk show Friday. For one it was doomsday and for the other salvation. I believe the truth is far from either extreme. That being said, we might see a sell-off on Monday, which if includes QCOM will be another buying opportunity. If there is any kind of sell-off (and I am not at all certain there will be), it should be interesting to see if it includes the anti-M companies.