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

To: Yaacov who wrote (46047)	6/6/2000 1:23:00 PM
From: sandeep	Read Replies (1) \| Respond to of 74651

Yaacov, I agree with what you are saying about the feds. Regarding not listening to MSFT management, I disagree with you. If I think I know better than MSFT management about MSFT, I will not invest in MSFT. If I believe they are lying to me about MSFT, I will not invest in MSFT. If I find out that they lied to me about an important event, I will not invest in MSFT. Since I agree with them so far, I don't have a problem. I may be naive, but that has served me well in the past. Yaacov, AT&T and MSFT are different companies. AT&T had to be paid by the consumers no matter what again and again every time they called. No one has to pay MSFT time and time again for the SAME features. I might be inclined to require MSFT to ship only new features separately to completely obliterate any similarities between AT&T and MSFT. MSFT has to improve again and again in order to make more money. Breaking up AT&T was easy to do. Breaking up MSFT is not. You are basically going to tell 1/4 of the people who work there because it is MSFT that they now need to work for MSFT/2. Many of them may just leave. All the international, legal operations will need to be duplicated. The incentive to develop better products may disappear for the time being. The company could just disappear. The implications of a breakup are HORRENDOUS to Microsoft. It is really a punishment and not a remedy - antitrust law doesn't allow for a punishment! AT&T didn't have that problem. Even if they didn't improve anything, for a long time, the consumers had to keep paying them.