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


To: Howard Feinstein who wrote (42473)4/18/2000 11:56:00 AM
From: Tony Viola  Respond to of 74651
 
Hey Howard. I've been thinking about Microsoft's woes with the DOJ and the subsequent lousy stock performance. To me, keeping the DOJ and the FTC off your back is an extremely high priority for a tech gorilla, like Microsoft is. It's somewhere up there with new product development and marketing, to me. I know that Intel, for example, has always protected themselves to the max with the best lawyers money can buy. This comes out in the book "Inside Intel"; and Intel's top lawyer sits next to Barrett and Grove at every stockholders' meeting. As smart as Gates is, he blew it on the legal CYA side.

I wonder if there'll be any long term "guilt by association" effects, where companies a wee bit leery of climbing in bed with Microsoft. Well, stretching a bit, maybe.

Cheers. Hardware rules (not really, it's a balance).

Tony