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

To: The Phoenix who wrote (14156)	1/13/2000 1:42:00 PM
From: Carolyn	Read Replies (1) \| Respond to of 63513

OG, I discussed this last spring with another SIer, who said all long that Gates and Allen knew it would be split, that it would be more valuable this way (look at AT&T and RBOCs). It will take time, undoubtedly. I also think they are involved with a lot of new things (i.e. Transmeta chip) but for obvious reasons are silent.

To: The Phoenix who wrote (14156)	1/13/2000 1:43:00 PM
From: arno	Read Replies (1) \| Respond to of 63513

Gary, I think you're right on "the sum of the parts being greater than the whole." I think Bill Gates has a "thing" about anybody telling him what to do, and rightfully so. I understand his reluctance to split, but it may be best for all. That being said, I really hate to see our gov't get involved in matters of poor business methods. Your breakout of the MSFT breakup looks really good to me. I do think you may be over optimistic about W2K, though. Just going on my perceptions, I see no need to spend $200+/- to upgrade something that works for me. Unless of course they discontinue support for W98 completely. We'll see what happens. Right now the first PnF support is 97 at the last double top break. arno