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


To: san_marcos99 who wrote (50227)9/28/2000 4:57:49 PM
From: John F. Dowd  Respond to of 74651
 
san_marcos99: It would appear that MSFT feels confident that there will be no breakup as per this excerpt from Motley Fool Article:
Microsoft was dividing its business into three categories. Two of those -- Windows Platforms and Productivity Applications and Developer (for end-user and developer products) -- provide the blueprint for the DOJ's break-up plan.

And since the plan's goal is to separate the operating systems from everything else, Microsoft's third business category, Consumer and Other (Microsoft Network, WebTV, books, accessories, etc.) would remain with the Applications side.

In contrast, Microsoft's new scheme defines its business categories based more on where and by whom the products are used. As a result, the first of its new revenue segments is Desktop Software, the two product highlights of which are the Microsoft Windows operating systems and Microsoft Office -- virtually all of Microsoft's cash-cow applications. The DOJ's line in the sand is thus washed away by the new segment's common revenue stream.


JFD