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

To: chaz who wrote (23869)	5/1/2000 4:44:00 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

I've been waiting until it became more clear whether MSFT would be broken up, but if anybody else would like to do this, help yourselves. My initial take is that a breakup of MSFT (if it proceeds along the suggested line of two companies) will be very good long run for stockholders. It didn't get any play during the trial, but Office is so well established and so powerful that there is little reason to try anything else . Switching costs (in terms of training time) would be high. The result of a split up would be 2 more agile predators with no anti trust worries. However, the devil is in the details, and this can't be effectively evaluated until we know whether the feds or the court will want to supervise the resulting companies or stay hands off. I have no way of knowing how much the judge and the present justice department wants to solve the problem of an over-reaching company vs. the desire to punish it. Thus any Project Hunt on this is full of problems that aren't easily confined to gorilla game coverage.