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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (44174)	5/2/2000 11:24:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 74651

You know too, we're a nation of publicly held corporations. If Microsoft were closely held, there would be about 50 people on the planet arguing with the government's antitrust action. There would be no outrage. --- What it comes down to is there is significantly more money on the 'Microsoft, no *thank you!' side than there is on the 'Microsoft shareholders' side. --- People who say "Yeah but MSFT management isn't stupid" are wrong. They're zero summimg, 'us and themming' their way into oblivion. --- Ballmer and Gates (both) might as well be Capt. Queeg from the Caine Mutiny, altogether focused on those strawberries. -JCJ

To: Charles Tutt who wrote (44174)	5/4/2000 11:30:00 AM
From: Mehrdad Arya	Read Replies (1) \| Respond to of 74651

Charles Tutt, In response to your last post: You may have studied precedents, but I don't see any support for your assumptions in the paragraphs you write. I suggest you peruse the Standard Oil and ATT cases, I don't have the time to write the conclusions regarding their cases but it is standard knowledge and available in most public libraries. The era of the PC isn't over quite yet, but it's on the way out. I just can't imagine the PC ever being emulated by any other device. It is your prerogative to have your opinions. The PC will actually be the kernel to all the other burgeoning devices and time will manifest my contentions. I too used to think the evolution of PC's was doomed by the burgeoning of the Net but to fully benefit from the net you are still compelled to use the PC and I think that will always be the case. I do agree that the PC of today will be very different from future PC's but they will still be PC's. Microsoft's financials aren't as impeccable as you think. Consider their compensation scheme, the outstanding puts, and the huge number of shares outstanding. Relative to the other Big caps Msft's financial's are second to none. I presume you think CSCO, SUNW, ORCL and AOL have better financial's. Well they don't. We are a nation of laws, which is part of the reason Microsoft is in trouble. In a nation of laws, you need more than to have the consensus on your side. Msft should be punished for the laws it has violated and not for being successful. Would you castrate a man for smoking pot or for not paying his taxes? The punishment has to fit the crime and in this case it definitely does not. In a nation of laws you do not have gov'ts interpreting the laws to the detriment of the consumer or for that matter to benefit the competition. This is exactly what is happening and for this reason I am certain the higher courts will redress the issues to benefit the nation and not the competition. It is not for the gov't to side with incompetent and inefficient companies and in this case it appears to be the case. Microsoft has been keeping the Golden Egg from hatching for too long. It has NOT been in the vanguard of the digital era, and the economy would be healthier if they were kept from abusing their power. Contrary to your belief Msft has actually raised the Ante and enhanced competition and innovation. The results have equally benefited the consumer. Msft's standardization has made Windows the Lingua Franca of computing around the world like English is the international language of business and commerce. Can you imagine the inefficiencies associated without a shared standard? It would be like the Tower of Babel.