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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: alankeister who wrote (23363)	4/24/2000 10:38:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

With respect to Microsoft, I think the market is way off target. What few people seem to realize is that the DOJ lawsuit didn't take place out of thin air. It took place because the DOJ felt Microsoft had violated the terms of an earlier agreement. How the market can translate that into thinking that the DOJ is going to come after every company that innovates is beyond me. But it really doesn't matter to me because in the long term (the only term I deal in) everything tends to work out. --Mike Buckley

To: alankeister who wrote (23363)	4/24/2000 10:41:00 AM
From: waverider	Read Replies (1) \| Respond to of 54805

Agreed. I had a phone conversation with a very famous poster around here and we came up with the same conclusion. BUT the two sets of headlines below seems to contradict lots of what I am hearing. MSFT says PC sales are down but (read first headline)... THEN breakup rumors again... FWIW I picked up more Q this AM. Good luck everyone dealing with all this madness. <H> AP Financial News at 9:10 a.m. EDT Internet, Asia Propel PC Sales SAN FRANCISCO (AP) - Consumer demand coupled with Asia's economic rebound led to a double-digit growth in sales of personal computers in the first three months of the year. Research groups Dataquest Inc. and International Data Corp., in reports released today, estimated that PC manufacturers shipped 30 million machines in the period ending March 31. Dataquest, a unit of Gartner Group, said worldwide sales grew 15 percent from the comparable 1999 period, while IDC calculated slightly higher percentage gains, pegging the year-to-year increase at 20 percent. Of those totals, Dataquest said 11.1 million PCs were sold in the United States, a 14.5 percent from last year. IDC recorded U.S. sales of 11.6 million PCs, a 17 percent improvement. Feds May Seek Breakup of Microsoft WASHINGTON (AP) - The Justice Department and 19 states are leaning toward asking a federal judge to split Microsoft Corp. into two or three separate companies, according to published reports. Citing people familiar with the discussions, The Washington Post and USA Today said in today's editions that a Justice Department plan being shared with states and industry executives envisions Microsoft being forced to split off its Windows operating system from the rest of the company. The rest of the company possibly then would be split in two, with one company handling applications software and the other the company's Internet business, including browser software.