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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: arno who wrote (14150)	1/13/2000 1:26:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 63513

I'll tell you what. Folks are dumping MSFT because the government looks like they're going to move to break up the company. Now, there are still a lot of if's in this one so i'm not adding yet but I'll tell you what. MSFT is worth a lot more broken up than together... that's one to watch. Without going into the gory details I suspect it'll be split up like this. - Operating Systems (Windows, NT, CE, IE) - Heck that's gotta be worth $250B at least... they still have no strong competitor and broken up they'll be more aggressive. The have the channel and the contracts. Windows 2000 will be huge. - Applications (Office, Exchange, Window's Media, Backoffice, etc.) - This is easily worth another $200B (ORCL is $150B, IBM is $215B). This is a huge HUGE profit center for Microsoft. Exchange2000 will be huge! Point is Microsoft is the largest and most prolific software vendor out there and will be rewarded with a cap that reflects this. - Services (MSN, MSNBC, WebTV) - OK, AOL has a cap of $140B, YHOO - 100B.. both are beaten down. Give Msft a cap of $150B - $200B here. AOL and Time Warner are nothing compared to what will happen once the chains are lifted off this pup. They have the cash to make big things happen. Given the bunch a starting cap of $650B.. that's 100B higher than where MSFT is trading today. Anyone else have other thougths???? OG