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

To: David Howe who wrote (66959)	4/9/2002 11:56:33 PM
From: jonkai	Respond to of 74651

I'm not sure if it has legs or not, but it probably doesn't matter that much. She might rule that the remedy must make assumptions about the future or something to that effect, but I doubt that the remedy will be harsh enough to have a significant effect on MSFT. The DOJ is arguing with MSFT that the remedy / settlement is sufficient. Will the judge really deviate dramatically from this? I doubt it. you should ask yourself..... were you right about the first trial outcome? were you right about the appeals court ruling? were you right about MSFT stock price potential? were you right about this Judge taking on the nine states complaint? if you were wrong for all of these, why is it that you think you've wised up now with this ruling? jon.

To: David Howe who wrote (66959)	4/10/2002 5:06:53 AM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

DH and Duke: Thanks for the input. My own view is that if she goes beyond what MSFT did and starts judging on what MSFT might do and protects the competition rather than the consumer than MSFT will go to the SC and there will be more uncertainty. In any event how does this justify MSFT's precipitous drop yesterday afternoon in the last hour. If MSFT goes down 4.1 % for a 2.4% market drop what is going on here? Is MSFT that easy to manipulate because of its liquidity or is there really a MSFT specific problem out there? JFD