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To: Barry Grossman who wrote (91861)	11/7/1999 8:11:00 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Barry, It's early to speculate on how the markets eventually will respond to the Microsoft FOF news. But the futures are not encouraging: cme.com Everything considered, this has very little effect on the fundamental value of tech companies, probably including Microsoft. But it may lead to a change in the valuation of the sector. First there was tobacco, then the gun manufacturers, now the judicial system is after the largest, most successful tech company. It certainly doesn't leave investors with a higher feeling of confidence in equities. John

To: Barry Grossman who wrote (91861)	11/8/1999 12:21:00 AM
From: Amy J	Respond to of 186894

RE: "I'll tell you what I meant when I said "the right of a company to innovate it's products"..."Get it Amy?" Barry OT Barry, I may be misinterpreting your post to Tenchusatsu, but your reply sounded somewhat defensive when you wrote "Get it Amy?" If I posted anything which offended you, I apologize. Please feel free to PM me if there's any issue. As a Microsoft/high tech investor, the ruling has me somewhat concerned, which makes me a bit more emphatic over the importance of accurate information. How do you think Microsoft will trade and possibly be impacted? The part which somewhat concerns me, would be the potential impact on margins and the potential long-term impact on standards for growing the industry. Regards, Amy J

To: Barry Grossman who wrote (91861)	11/8/1999 4:20:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Barry, <The effect of the lawsuit against Microsoft is to tell them that they can't add to and thus innovate their existing products.> My personal opinion is that MS is free to add whatever they want to the OS. Heck, they're even free to call the browser "part of the OS" if they want, as long as they don't make it any more inconvenient for me to download and use Netscape. But when MS is telling OEMs not to bundle Netscape on their systems "or else," that's stepping over the line. That's why MS is turning "innovation" into a political buzzword. They're trying to divert attention from the real issue, which in this case is the act of coercing their customers away from their competition. By the way, our oh-so-honorable President did the same thing during the Lewinsky scandal (though the conduct of the Republicans made it easy for Clinton's spin doctors to do their job). Unfortunately, I'm afraid the original issue got lost as the DOJ case against Microsoft turned into something much broader than it should have been. The DOJ wants blood now, since they're afraid that if they made a reasonable settlement, MS would break the spirit of such a settlement, if not the letter. So now things are going to turn ugly, and we could all lose out as a result. At least Intel was willing to settle early on. Tenchusatsu