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

To: David Freidenberg who wrote (59325)	7/2/2001 1:59:41 PM
From: David Howe	Read Replies (1) \| Respond to of 74651

<< My only suggestion to those who haven't, would be do the intelligent thing, buck up, and take the time to read the source document in it's entirety, and form your own opinion. >> I've done this, as I did with the original ruling. I agree, the spin is easy to spot and it can look quite silly. What's concerning me, is that the stock is acting poorly. I'd expect it to move higher on the ruling and it's not, so that tells me that either the market was much more bullish than I was prior to the ruling, or the ruling is worse than I'm interpreting it. Wish I knew which it was. Here's what has me confused. I've been bullish on MSFT recently, possibly overly so. I suggested that 1. One of the Three main issues before the court would be overturned 2. The breakup would be overturned 3. Jackson would be tossed. People negative on MSFT would tell me how wrong I was. They were sure that I was being too optimistic. Now these predictions have come true. And, we got 1 and 1/2 of the issues overturned (some call it 2 of the 3), and they raised the bar considerably making it difficult to prove tying is an issue, and they only found them guilty on the most minor issue, contract formats that can easily be changed. I don't understand how the market sees this as worse than expected, even though it's better than I expected, and I'm typically overly bullish and optimistic (according to some). I just don't get it. Dave