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

To: Daniel Schuh who wrote (45496)	5/27/2000 11:48:00 AM
From: rudedog	Read Replies (3) \| Respond to of 74651

Dan - would'a, should'a - easy to second guess in hindsight. I think that the current pass was pretty predictable, given the personalities and culture at MSFT. Perhaps the DOJ was even counting on that reaction... Still, despite a number of reservations about both current and past MSFT business practices, I am much more concerned by the stance the DOJ is taking than the one MSFT is taking. The DOJ is obviously being fed remey proposals designed not just to gut MSFT, but to take out the WinTel OEMs at the same time. SUNW will have a much easier road after the business models of CPQ and DELL are demolished, which is what the DOJ proposal would accomplish. If this plays out as the DOJ wishes, it will clearly signal that political influence is more important for future high tech companies than business performance.