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

To: Gary Burton who wrote (45497)	5/27/2000 11:56:00 AM
From: rudedog	Read Replies (2) \| Respond to of 74651

The proposal by the DOJ - and in fact most of the technical issues debated at the trial - were simply divorced from reality. But there were actual practices by MSFT that needed to be addressed. As a MSFT shareholder I would certainly like to see some solution that gets the stock price back up. But MSFT is less than 10% of my portfolio, and most of the rest is also in tech, so I am more concerned about the larger issues than about the specifics of MSFT. For example, I also have large holdings in CPQ and DELL, who I think have a lot at stake here, and could not easily move to Canada or the Cayman Islands. This trial, and the proposed remedy, has clearly evolved into a political battle where the MSFT competitors smell blood and want to wound the Wintel alliance as deeply as possible. It's hard for me to believe anyone could see the brain-dead DOJ remedy any other way. The details are clearly crafted to take out specific competitive advantages that the WinTel vendors currently have over folks like SUNW, many of them with no connection to MSFT business practices. The way that works is that the WinTel products become more expensive and less competitive. The only ones who benefit are MSFT's competitors - everyone else, including the customers, loses big time.