To: Tenchusatsu who wrote (101945 ) 4/4/2000 9:44:00 AM From: Amy J Respond to of 186894
Ten and Thread, I haven't had a chance to read the news, so I may be off on my interpretation of the impact, but this statement: RE: "dominate the Web browser market, " this statement stands out as key, and could be good news because this could potentially translate into a stock-friendly fix. In the FOF, the judge sounded upset with the 3 API calls in question which were reportedly withheld from Netscape. However, this concern could be fixed by ensuring APIs are released at the same time. I don't understand why there was a reported deviation with Netscape, but I suspect this would be an area the judge could focus on, fix, possibly without too much ado. Also, maybe intra-company bundles could be an issue. RE: "The judge also said Microsoft illegally tied its browser to Windows." If from the perspective of the reported 3 APIs (i.e. if the 3 APIs were withheld), then my own personal opinion would be to agree on this one point, because it's not in the best interest of industry growth to hold innovations hostage to unreleased APIs. However, if expanded beyond APIs, this could be disputed. It is not illegal to establish, prior to the existence of Netscape, the concept of an OS-integrated manager for any object types held within containers over independent transport mechanisms. I bought MSFT yesterday at 92 11/16 and believe MS will continue shipping profitable products and services. It appears INTC is holding steady - maybe funds are shifting into INTC from MS? I can relate to that since early 1999 (or was it late 1998? I forgot when INTC became my largest stock, a safe haven from this anti-trust trial.) I am glad Intel is protecting their shareholders. Best regards, Amy J