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

To: Uncle Frank who wrote (23860)	4/29/2000 2:34:00 AM
From: Eric L	Read Replies (2) \| Respond to of 54805

Frank, << spend some time on Microsoft ... we should look deeper into this unique case study >> "The Case of the Contained Gorilla" Superb suggestion, and you are correct, it is a very unique case. BTW: I am one who cashed in a long time MSFT position recently (not once, but twice). - Eric -

To: Uncle Frank who wrote (23860)	4/29/2000 4:47:00 AM
From: saukriver	Respond to of 54805

MSFT: Contained Gorilla Discussion Breakup is unlikely and may not be bad. The bigger antitrust risk is that the findings of fact (FF) become decided things that Microsoft will not be able to relitigate in the private litigation v. the company. The FF have the effect of turbocharging the private lawsuits. Kind of like tobbaco litigation if the plaintiffs started with causation proven and only had to show their damages. To avoid that result, MSFT must set aside the entire trial process. Merely trimming back the remedy (from, e.g., nixing the breakup for a few behavioral constraints) leaves the FF for any plaintiff to use. Bill Gates, Steve Ballmer, etc. are just going to love having their depositions taken 20-40 times per year.