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


To: PMS Witch who wrote (34088)11/17/1999 1:08:00 AM
From: Charles Tutt  Read Replies (2) | Respond to of 74651
 
Re: If Microsoft has NOT done anything wrong, the right thing to do would be to defend itself -- even until bankrupt.

I wonder how many of your peers see it that way.



To: PMS Witch who wrote (34088)11/17/1999 6:21:00 AM
From: JP Sullivan  Read Replies (1) | Respond to of 74651
 
What is the right thing to do?

I wish I could share your idealism. As far as I'm concerned, the right thing to do in this case is whatever increases shareholder value. Period. That's the first and last thing I would consider. If MSFT is going to hang tough until it goes bankrupt because it happens to be innocent of the charges, then management should be fired. Fortunately, I suspect, BG & Co. are going for shareholder value.



To: PMS Witch who wrote (34088)11/17/1999 2:51:00 PM
From: cheryl williamson  Read Replies (1) | Respond to of 74651
 
PMS

IMO the right thing for MSFT to do is to put an offer on the
table & start negotiating. Giving up Windows may work. There's
no implicit monopoly in that case. There's no money to be
made peddling the O/S, so they're free & clear (IMHO). That,
in & of itself will send the stock up.

Market perception, as you note, is absolutely critical &
investors are historically allergic to uncertainty.

cheers,
cherylw