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

To: Brian Malloy who wrote (32928)	11/8/1999 12:57:00 AM
From: Duane L. Olson	Respond to of 74651

Brian, Now THERE is some useful info.. And I thank you! Investment wise, there just might be a possibility that the Forbes article has merit. (I subsribe to Forbes, so don't know how I missed that). I haven't been a strong advocate of breaking up MSFT, but if I were a current investor ( I have been a couple of times in the past), I might just want to look at the option.... food for thought1 BTW -- I am NOT anti-Microsoft, as several on the thread have implied. As an ex-IBM-er, I got a kick out of the way Bill took IBM to the cleaners early on. And I have no quarrel with Microsoft's monopoly -- I don't think DOJ does either. But even the most adament defender of MSFT has to admit that they have been...well...just a bit agressive about this competition thing.....and there are limits, if we are to retain our free enterprise system, don't you agree? tso Thanks again for those very useful links..

To: Brian Malloy who wrote (32928)	11/8/1999 1:14:00 AM
From: art slott	Respond to of 74651

That was before Penfield's findings. Its a whole new ballgame now. "Investors will either find it a relief that a decision has been made and then focus on the company's fundamentals, or they will find the news bad enough where there will be no rebound," he said. "I find the new [findings] incrementally bad enough to where I'm concerned." He added, "It looks like the very bad thing that could happen in the case did, and there may be some risk where Microsoft won't be able to run its business like it wants to." Specker noted, however, that Microsoft shares are broadly held, and he doesn't foresee a lot of institutional investors dumping their shares, meaning the damage will be limited. news.cnet.com

To: Brian Malloy who wrote (32928)	11/8/1999 1:31:00 AM
From: art slott	Respond to of 74651

Won't work. >>Epifanio disagreed, saying the most widely discussed breakup scenario, splitting Microsoft into three companies for operating systems, applications and Internet operations, would eliminate technical synergies and cross-platform bundling that have helped propel its bottom-line growth. A more radical proposal to split the company into three or four identical "baby Bills" would be "disaster -- purely disaster," Epifanio said. "Nobody even knows if four Microsofts could survive," he said.