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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: BDR who wrote (36720)	12/16/2000 1:29:58 PM
From: gingersreisse	Read Replies (1) \| Respond to of 54805

I'd be surprised if MSFT didn't pursue the federal appeals process, but there are several ways to satiate the local AG interests. 1) Spin off Windows development / royalty rights to shareholders and a trust to endow inner city schools. This gives the AGs a highly visible trophy and lots of cash, as well as penance for market conduct violations. It also gives GWBush bragging rights on education investments without spending any money. The Bill & Melinda trust has been making modest gifts in tech enabling schools, so they have an idea of what it will take. 2) The balance sheet is rock solid, with about $5 per share in cash, and $4 in investments. Even after a huge cash settlement to the feds, MSFT will remain a financial power. MSFT's interests in the Hughes auction and its observation of the e-commerce arena may be on hold due to the appeal, but the attraction is there. GWBush is pragmatic. This could be found money, every politician's dream... GSR

To: BDR who wrote (36720)	12/18/2000 11:38:27 AM
From: Selectric II	Respond to of 54805

Re: "The overwhelming majority of the 70,000 Windows applications that make up the supposedly impregnable barrier to entry either never existed as unique products, no longer exist, or are totally out of date. When only unique Windows applications are counted—setting aside various versions of the same program—the number of applications is a small fraction of the judge's count." Sounds like Boies' "count every vote" argument in Florida wasn't the first time he used that ploy.