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

To: Proud_Infidel who wrote (46180)	6/7/2000 7:37:00 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 74651

Brian, I'll give you just one to chew on..... No security = extreme susceptibility to internet viruses. Any software company with an aversion to extinction would never release an O/S w/no security, Brian...

To: Proud_Infidel who wrote (46180)	6/7/2000 8:37:00 PM
From: Proud_Infidel	Respond to of 74651

Goldman Sachs analyst comments on Microsoft ruling By Bloomberg News June 7, 2000, 5:25 p.m. PT NEW YORK--Goldman Sachs analyst Richard Sherlund comments on CNBC today about U.S. District Judge Thomas Penfield Jackson's ruling. "I read through the judge's final judgment. It looks like its identical to the Department of Justice's proposed breakup of the company, so I think he simply just signed it. "I think that was what was expected so I think as far as the stock goes it probably benefits from a bit of a relief rally going forward. The news is kind of off the front pages after tomorrow. It'll be a very quiet time, where the appeals court is sort of quietly considering this issue. So I think this stock -- it's not off to the races. I mean this is a serious issue overhanging, that if the appeals court doesn't overturn this I think it's going to be quite negative (for) the stock from the current $70 level. But you know you won't know for another year. "So I think in the meantime maybe just having the news off the front pages will allow the stock to perform a little better near-term.'' On what to do with the stock: "I think right now you're sort of a deer in the headlights, you're not sure which way to go because you don't know how the appeals court might rule. "You're inclined to believe that the appeals court that has overturned this judge a couple times in the past and (in) the judge's ruling he makes the point earlier he's arguably in conflict with his own appeals court, so I think investors are optimistic this will be overturned. However, the stock is down 25 points since from the time ... (the Department of Justice) indicated they were going to propose a breakup ... so that's $150 billion in lost market value from the proposed breakup and I think you've got at least another 20 percent from here if you actually break it up. So I think we're kind of stuck now and we'll see you in a year.'' On what happens if appeal takes a long time: "I think that actually gives us a bit of relief for the next year. Whatever the appeals court decision is, it will from there probably go on to the Supreme Court, although it's possible it goes directly to the Supreme Court. So I'd say it's probably a year or two before you know the final conclusion. "We'll be very interested to see if the appeals court will stay some of the behavioral remedies because there's some things in there I think are harmful for Microsoft in the interim. But for the most part we care about the breakup. We said last week that we thought with the stock at $64 that we enter a quiet period and that could be good for the stock. I think you've seen that over the past week and again today. People are anticipating this ruling and anticipating that maybe just things will quiet down here for a little while and that will allow the stock to act a little better near-term. But the big issue is still out there, it's just a year away.''

To: Proud_Infidel who wrote (46180)	6/7/2000 9:18:00 PM
From: JP Sullivan	Respond to of 74651

Who was harmed by IE + Windows bundling? Why, Netscape, of course and all the would have been multi-multi-millionaire employees that worked for the company. Because of IE, these people are now only ordinary millionaires that were forced to forego that new 100-ft yacht and 30-room mansion they've had their eye on. Bad, bad IE. And how have you been harmed? You were harmed by the demise of all the would-haves, should-haves, and could-haves that might have existed had MSFT been a little more altruistic toward the competition, who would undoubtedly have provided you with application software that would have cost a fraction of what you are paying MSFT and that would have been better than MSFT's own products by an order of magnitude at least. Heck, we might all be computing at the speed of thought now had it not been for MSFT's anti-competitive behavior! So, you see, there's every justification for punishing bad, bad monopolistic MSFT ;-)