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To: Dom B. who wrote (25952)	5/1/2000 4:45:00 PM
From: William Hunt	Read Replies (1) \| Respond to of 27012

Thread ---interesting thought :Dell Calls Antitrust Laws 'Outdated' When Applied to Technology Firms By SHARON CLEARY THE WALL STREET JOURNAL INTERACTIVE EDITION SQUAW VALLEY, Calif. -- Dell Computer Corp. Chairman Michael Dell was peppered Monday with questions about longtime partner Microsoft Corp., in his first opportunity to address the longtime partner's legal problems following the release of the government's proposed remedies. Late Friday, as expected, the government asked that a federal judge split the software giant into two companies (see article). Settled into a comfy-looking leather club chair on the stage of Red Herring's Venture 2000 conference here, Mr. Dell got down to business. Or rather, Microsoft's business. When asked what his take on the Justice Department's proposal to split Microsoft into two companies, the head of the No. 1 direct seller of personal computers came to Microsoft's defense -- albeit cautiously. "The laws being cited are outdated given the environment we're in," said Mr. Dell. Mr. Dell also said "if a company with high market share can't have products that work better together," then companies like networking-gear giant Cisco Systems Inc. would potentially be in violation of government antitrust law as well. Did Mr. Dell every feel that Microsoft was in any way taking its leverage and abusing the company's dominance in the market? "Microsoft tries to gain the dominant market share in every space they move into," he said. He noted that "there's no question that Microsoft is competitive" -- a statement that was greeted with muffled guffaws from the audience of chief executives, venture capitalists and journalists -- and said at the end of the day it comes down to what products and services Microsoft's customers want. Besides, he said, "I don't think consumers want the Justice Department architecting software." But Mr. Dell hasn't lost all hope in government. Mr. Dell, whose company is based in Round Rock, Texas, said he is supporting home-state candidate George W. Bush for the presidency because, "He understands our industry ... and he believes in capitalism." BEST WISHES BILL

To: Dom B. who wrote (25952)	5/2/2000 11:32:00 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

Hello Dom. No he, he, he here. he, he. Just got back from Fl. Sheesh. NAZ futures were up about 9 when I left there around 6 am this morning. As it turns out, you did just as well sitting on the fence this last week. I tried so hard to push those NAZ techs up for about 3 days just to see the gains evaporating again while I was on the road. I did not have a chance to say hello to your friends in Miami. I was visiting the central portion of Fla. But I did have the chance to listen to a cpl of programs about the case. The political incorrect guy, B.Maher, was a guest on the Larry King show and they got to talking about that family in Fla. I believe it was Maher who called the girl Mayonnaise and thought she belonged somewhere gg and he was not political correct to the great uncle either. Mentioned something about drunken stuff and no big loss to Elian. Oh well, whatever. gg. Judging by the futures we may still have some more selling in the morning. I had no chance of keeping up with the news concerning stocks in the last cpl of days, but did hear today that the housing number was over double what had been expected. I guess that gave the pundits some more fire powder to scare investors out of stocks again. Higher interest rates etc. Techs and telecoms did take it on the chin. Have not checked on the financials yet. But I am out of these anyhow at this time. I had 1 stock in the black today. Guess which one. Yes, the one you shorted and covered too soon. Emlx. gg. Sonny