To: johnd who wrote (41138 ) 4/5/2000 2:59:00 PM From: Jason Ellis Respond to of 74651
What? You meant Dec 1999? You are using the past history of a stock to determine the future value of a stock. It's a tactics that works in general. But if a company has a time bomb inside, then the history stock value of that company would not reflect the future of that company. In this case, due to the lawsuits, to a certain point, you are right, "MSFT will triple in 2 years" in its payout to their lawsuits, most likely in the range of $100 to $200 billion after it paid out the anti-trust lawsuit with automatic triple reward to Netscape, 19 States, to the Federal in fine, and the 200 anti-trust law suit. As you know, violaton of Anti-Trust yield by definition a "triple" payout in fine. AFter that, after the OS part is pull out, I do believe that its stock value (the OS side) will move up. Look at the Judge Jackson ruling today, he is intensifying the remedy phrase of the case by cutting short the time. The fact is, if Chairman Gates wants to settle, he would have settle on Mar 31. Since he is unwilling to settle, there is no future settlement talk in the next 2 months. You heard one of the reporter asked that question to Ballmer that night, Ballmer's answer is totally un-enthusiastic. He basically trying to tell you "sure...whatever." For a man who's truly interested in settlement, his answer would be a lot different, which made sense because if there were the remote reason to settle, it would have been done in the past many months, long ago. So MSFT only left with 1 option: appeal to Supreme Court, which is what Gates said in the first place, in fact, the very first thing he said. Judge Jackson is accelerating this for a reason, he wants the punishment stage to go out in the open ASAP, and if you look at the way he's treating MSFT, you should know when he announce the punishment phrase, no matter how bad Chairman Gates think it will be worse than what he can imagine. The pattern is clear, don't let wishful thinking influence the facts. Cut the losses and move on to other stocks, I just heard Yahoo earning is better than before, buy some Yahoo, anything is better than buying a time bomb. >About 2 years later the stock tripled to 120 in Dec 2000