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

To: kami who wrote (32455)	11/6/1999 8:36:00 PM
From: pass pass	Read Replies (1) \| Respond to of 74651

How is the schoolyard bully good for our economy and future?

To: kami who wrote (32455)	11/6/1999 8:49:00 PM
From: Duncan Lestina	Read Replies (1) \| Respond to of 74651

Yeah, that's right; all I care about is MYSELF! (and WHAT IDIOT investor wouldn't?) MSFT will be forced to change and will be on the defensive like ATT was for many years (although this is a different type of MONOPOLY). This is good for other tech stocks and the US tech economy in general- mark these words; they will ring true. It will be tough for MSFT investors on the short (6-18 mo) term.

To: kami who wrote (32455)	11/6/1999 11:30:00 PM
From: Carl R.	Respond to of 74651

Relax, kami, and look at history. The antitrust suit against IBM was dropped sometime in the late 60's or early 70's as I recall. IBM won. How did their stock do? Essentially it was flat until 1993. Would you have wanted to be a long term investor in this winning company? Compare this to ATT, which lost, and was split up. Surely somewhere on the web you can find the investment results of the "losing" investors. They have to be incredible. T alone has surpassed the value it had prior to divesting the baby bells and LU. Thus investors in the "loser" fared much, much better than the investors in the winner. Can you even imagine what the IPO value of many of the divisions of MSFT would be? In a world where tiny software companies like EPNY with sales of $5 million last quarter have a market cap of $2 billion, the breakup value of MSFT is unimaginably high. I for one am excited by the investment opportunities presented by a broken up MSFT, and I don't mean on the short side. FWIW many people predicted that the breakup of ATT would be the end of phone service in the US, and the destruction of our economy. Frankly I haven't noticed anything getting worse in that area. As for breaking up MSFT, I suppose it could get modestly harder to establish standards, but improvements in innovation should more than make up for it. My experience in all this? I am a long term shareholder in IBM, but held no ATT. Unfortunately my company won... Carl