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

To: Charles Tutt who wrote (3802)	10/24/1997 4:45:00 PM
From: vinod Khurana	Respond to of 74651

13:59 [MSFT] IDG POLL: 59% OF IT MANAGERS SAY MICROSOFT USES MONOPOLY UNFAIRLY.

To: Charles Tutt who wrote (3802)	10/24/1997 7:36:00 PM
From: Jon Stept	Read Replies (1) \| Respond to of 74651

Hi Charles. RE: their goal was not to make money from sales of IE... And I agree. And I think that was fair, in business. Why do you think that is unfair? Unfortunately, it plays against our notions of fairness when a agressive, gargantuan, cash-soaked monolith aims at a tiny little startup. It goes against all notions of fairness. Know what I mean? It goes against certain expected, shared social/moral intuitions we share regarding right, wrong and fair. Unfortuantely, business is none of those, it just has to be legal. I live near an OSH department store. A Home Depot has opened across the street from it. They could well be operating at a loss, but they are looking to put OSH out of business. I mean, isn't it standard in the market place to use loss leaders and such to compete? I know K-Mart was using this strategy for quite a while to put their competitiors out of business. Business is often been defined in terms of war. Business management gurus often cite vicious, horrible war mongers and hold up their brilliant strategies as something from which leaders in business should glean insight from, admire and follow. Yep, they have a lot in common, but mainly the common method of winning- beat the shit out of the opponent in any way possible. What do you think? Jon :)

To: Charles Tutt who wrote (3802)	10/26/1997 1:41:00 AM
From: Charles Tutt	Respond to of 74651

I think I read somewhere in the many postings regarding the DOJ suit that I've looked at in the past few days, that MSFT's assertion that Internet Explorer is an integrated part of Windows 95 is also related to the manner in which they have managed earnings in the past (something along the lines of creating a reserve for enhancement and delivery of IE to all Win-95 users as a result of it not being in the same state of readiness as Win-95). (1) Is there any basis to that assertion? Does anybody know how it works? (2) If there is such a relationship, and if the DOJ prevails, could that require a restatement of earnings? Nothing here is intended as investment or legal advice.