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

To: rudedog who wrote (45500)	5/27/2000 3:36:00 PM
From: Stevefoder	Read Replies (3) \| Respond to of 74651

Re: "after the business models of CPQ and DELL are demolished" How will Dell and Compaq be seriously hurt by this DOJ action?

To: rudedog who wrote (45500)	5/27/2000 4:48:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 74651

Take out the WIntel OEMs? To repeat Stevefoder's question, how in the world does this "demolish" the "business model" of Dell and Compaq? I'm sure little Mikey would be happy to testify to that effect, if that's what Bill told him to say, but that doesn't make it true. Compaq, I wonder. Both companies have their problems, independent of anything going on with Microsoft. At any rate, I'm not holding my breath on a breakup. I'm somewhat in agreement with Jackson, I don't see the point of creating 2 monopolies in place of one. And I've posted that view long ago, too. Cheers, Dan.

To: rudedog who wrote (45500)	5/28/2000 1:04:00 AM
From: lin luo	Read Replies (1) \| Respond to of 74651

rudedog, I agree with you that if they split MSFT we will have more expensive bad products, and wintel probably will still dominate the markets. Hopefully MSFT can make a final deal with the judge in the next few days. The easy way is just to spin off the IE browser as another company, since the DOJ already proposed to split it into two. We have another hand try to ruin the economy by A. G. What we could see is recession soon, rather than inflation. With such severe downturn markets, recession is not pretty for anything or anyone.