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


To: Tony Viola who wrote (38481)2/24/2000 4:20:00 PM
From: Captain Jack  Read Replies (1) | Respond to of 74651
 
Tony-- I have lightened up a little as I see this range lasting from tomorrow until Monday or 3 years from now. I have stocks moving up,, msft is probably going to range in double digits until the DoJ gets off their back. This should be flying with W2K out,, but instead it just languishes,,



To: Tony Viola who wrote (38481)2/24/2000 7:48:00 PM
From: Jon Stept  Read Replies (1) | Respond to of 74651
 
re: Intel lawyers...

Hi Tony,

I share your frustration.

My MSFT has usually been a stellar performer, but the last 6 months have been abysmal and it is a trying period to continue holding.

I consider the Intel comparison a hats off to their savvy and experienced defense attorneys. Microsoft's cocky pride has turned into harmful arrogance that is slowly eroding shareholder value.

It is disheartening to hear the AT&T comparisons of how the case was dragged out in the courts for years and years, and Microsoft may face the same fate.

Also, I doubt that our faraway, impersonal, shareholder concerns are any competition to the looming, ever-present, threatening breakup of the richest-man-in-the-world's company-child.

I can see it know... decades from now, Gates and Ballmer living like a couple of college students, in some squalid apartment in the Seattle suburbs, madly typing in notes for their next upcoming talk show appearance on some backwater local access channel...the theme?...freedom of innovation... using the CP/M of the time, Microsoft Windows to prepare their notes... unable to let go of his program-child, all his money spent trying to defend Windows and keep Microsoft from breaking up or giving in as the world moved on ;-)

Just my opinion.

Jon :)



To: Tony Viola who wrote (38481)2/24/2000 9:38:00 PM
From: John F. Dowd  Respond to of 74651
 
Tony: Perhaps it is not just the legal expertise of the lawyers. Maybe Gates and Co. are naive in how the Washington baksheish (sp?) game works or were too upright to take that path. JFD

PS.As you know Tony INTC is a very large holding of mine and I have always been pro-INTC but they may have a different "style" which, although expedient, might not be the high road.