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

To: Mike Buckley who wrote (23723)	4/27/2000 1:01:00 PM
From: mmbw	Respond to of 54805

Mike, Thanks for your opinions on MSFT. It would seem the logical course for the judge to send it to the Supreme Court for review considering the size and ramifications of the case. If the break up does occur than the question of gorilla status could make for some lively discussion as each new company formed. Martha

To: Mike Buckley who wrote (23723)	4/27/2000 10:40:00 PM
From: saukriver	Read Replies (1) \| Respond to of 54805

MSFT appeal If the appeal goes direct to the Supreme Court, it will not be heard this term. (The SC term ends June 30, 2000). That means that a decision will be in the fall (if the SC aggressively expedites) or more likley before just before June 30, 2001. If the appeal goes to the DC Circuit Court, then it could take 1-2 years for that to be done. Then to the Supremes in early 2002? As he often does, Mike is being far to kind and deferential to Mr. Gates in giving him the benefit of the doubt. Gates likely will not win on appeal, although he may well "win." See Message 13487016 I don't see how MSFT will be able to withstand the private litigation, even if it "wins" on appeal. Meanwhile, Microsoft employees are bailing. Dan Rosen is the latest key departure. A breakup by the government would at least be more orderly than the drip, drip, drip of key departures and, eventually, the incessant deadlines and distraction of litigation.