Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (10547)	4/3/2000 1:49:00 PM
From: techguerrilla	Respond to of 35685

Hi there Jill First, JDSU. I think this inquiry by the DOJ is not particularly routine. In the past, I would have said it was routine. Regardless, JDSU will have this cloud pass rather easily. As a result, we may be seeing the final great "buy opportunity" today for JDSU. Its drop on that news was not particularly severe. Second, MSFT. It does not matter to me what party stalemated the talks. If Posner couldn't get an agreement, I don't believe anybody could have obtained one. Posner is the genius of the antitrust world. As a result, IMHO, Jackson will likely order a serious divestiture today. Consumers and businesses have been hurt by Microsoft tactics over the years. Its practices have been the most abusive in U.S. history. My opinion for quite some time has been that we are going to see the divestiture of Microsoft. It should be announced today. Microsoft will then face an uphill Court of Appeals battle in one of the nation's most liberal Circuits. The irony is that the short-term may be poor for MSFT, but the long-run may be vastly healthier. John

To: Jill who wrote (10547)	4/3/2000 2:18:00 PM
From: techguerrilla	Read Replies (3) \| Respond to of 35685

On MSFT/JDSU Jackson's ruling will almost definitely be severe and leave the penalty cloud over MSFT for the immediate future. Sure, business and governmental entities made the settlement talks difficult. That was to be expected, though. This is a very difficult case to settle. The problem fpr MSFT is that the government holds the cards. All of them! The case reminds me of the AT&T case of the 1970's. Confusing settlement talks went nowhere and the government's cards got played. AT&T LTB&H's were not hurt. Government action was healthy for the industry and AT&T LTB&H's. No? I am not a doomsayer. I hold neither MSFT not JDSU. When JDSU flirted with 300, I was planning an entry post-split below 120. Even though that opportunity presented itself, I have since determined the stock to hold now is QCOM. It was a stressful three months, but QCOM is looking as solid as it has ever looked. Best wishes, Jill. Porchin' on my cellphone to Nokia <ggg> John