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

To: Daniel Schuh who wrote (45580)	5/28/2000 4:28:00 PM
From: rudedog	Read Replies (1) \| Respond to of 74651

Dan - I knew I could count on you!! The answer is actually in the details of the combination of structural and conduct remedies. For example, the OS company would not have the tools business. I have NEVER seen an OS company which did not also produce the tools - without tools development, the OS itself becomes an interesting historical artifact in a matter of months. There are a couple of other interesting points like that, which taken together put the platform back on the same footing it had in 1986, but without the ability to address the competitive issues which would arise from the changes. I was not at all happy with the pace of change in PC OS technology in 1986... It might be possible to come up with some other combination of conduct and structural remedies which did not have this effect, but the proposal as it stands is so clearly designed to create the effects I describe, which have almost nothing to do with MSFT let alone the conduct being tried in court, that I have to assume that people who know the industry very well (which does not include anyone in the DOJ) crafted the remedies and fed them to the DOJ team.