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Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?

To: Stcgg who wrote (28277)	4/21/2000 9:12:00 PM
From: yard_man	Read Replies (1) \| Respond to of 42523

>>After the last Softie market debacle that brought the Naz to it's knees on the 17th<< Myth: MSFT brought the market to it's knees. Bull hockey. Price to earnings ratios are still sky high and were the day we dropped 500 pts -- instead of asking yourself why the NAZ dropped ... your own self-interest would be better served by asking what fortuitous set of circumstances allowed such a large number of stocks to receive such sky-high valuations .. >>Gates is sending a msg to Washington to back off<< If he can by his financial clout change whether DOJ pursues a legal matter ... it is not going to matter if you can make a few more bucks being long MSFT -- we'll all be losers (heck we probably all are -- justice is already bought and sold) I had a conversation with a fellow who is in a very specialized software market the other day. He had some interesting comments regarding MSFT -- not interesting in and of themselves, but for the lack of awareness displayed .. He asked what a few people in the room thought about the case against MSFT. He got most to agree that MSFT was being picked on because they were so successful -- I said that if MSFT had acted illegally or innapropriately towards some smaller companies (I think this is likely -- by the way), that this should be a matter of litigation between MSFT and those parties. I also expressed my opinion that MSFT had probably used its financial clout to harass or inhibit competing concerns some legally -- perhaps some not this individual said that he had threats of lawsuits etc when he announced his product and that playing rough was just a part of business ... I didn't say this in response -- but that is exactly what MSFT is faced with a little heat applied through govmnt channels. If they can't take the heat -- whatsa-matter -- I thought Bill was a big boy ... Of course, everyone in the room shared an admiration for Bill and his products -- I don't have that same admiration. I think the products have and are still slapped together -- the object models are crap I hope he gets some real competition

To: Stcgg who wrote (28277)	4/21/2000 9:21:00 PM
From: Archie Meeties	Read Replies (2) \| Respond to of 42523

Tippet, had the same thought. I think the ppt knows that they can not prevent a whole market meltdown by propping up everything, so they need to concentrate their efforts. Best way to do this is pick a giant that needs to go down badly, make a papa bear case for it, and then on Monday, abort the freefall as all eyes are focused on MSFT fate. So my guess is that MSFT will gap down, and then, surprise, surprise, it will find some strength. The intent is to negate the message that PC sales are flat, and companies dependent on that sector will see decelerating growth soon. Perhaps the ppt is coming to realize that they were created to facilitate a bubble... that they were nurturing a bear that will maul with abandon.