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

To: Thunder who wrote (39798)	3/25/2000 1:40:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 74651

Well it seems that the WSJ knew what MSFT's move was and I guess one can assume that the WP knows what the DOJ's move will be? MSFT may have to give up more than they bargain for and that may keep the stock at current levels if a modified agreement is negotiated before Tuesday? But a 20 point rise looks unlikely so far? TTOSBT

To: Thunder who wrote (39798)	3/25/2000 8:52:00 AM
From: Road Walker	Respond to of 74651

Gary, RE: "Interesting times indeed." Random thoughts: RE: "Ideas that have arisen include unbundling software applications such as the Internet Explorer browser from the Windows operating system and offering computer makers choices about what software they wanted installed on their products." Strictly from a business perspective, this would open Microsoft to competition, but it would also add revenue and profit. Other apps like voice recognition software, that probably would have been incorporated into Windows, would now create revenue and profit. On balance, I think it would be a good thing for shareholders. RE: "Another proposal would require Microsoft to promise computer makers a predictable, nondiscriminatory price for Windows, so the company could not use its monopoly to punish companies that don't follow its will." One price for all, no deep discounts for the big box makers. Translates to higher gross margins, again, good for shareholders. Long term, increased competition would result from this agreement, and I'm not sure that's all bad. It the short term, it could mean increased revenue and GM for Microsoft, and an increased share price for stockholders. MHO John