To: micromike who wrote (14634 ) 12/4/1997 3:44:00 PM From: Daniel Schuh Read Replies (2) | Respond to of 24154
Mike, you beat me to this by about 5 minutes, I got to add my piece of, um, carp. (on www5.zdnet.com Industry analysts are watching closely. But the charges have had little impact on Microsoft's stock because analysts say a judicial decision may soon be irrelevant. "I don't see a major impact on Microsoft's business coming out of this," said Brian Goodstadt, a software analyst for Standard & Poor's Equity Group in New York. "My guess is, by the time the court does anything, Windows 98 will be out and their Internet browser will be fully integrated." I'd say that's about right, even if the judge says Microsoft can't enforce the integrity and uniformity of the Windows experience in the manner that they currently see fit to do, we've seen that all the OEM's love Bill now, and would no doubt fight tooth and nail for their right to do like Bill says they should. But the government holds other cards because it has a continuing investigation of Microsoft underway. Analysts say they will take another look if that investigation bears fruit. We'll have to watch for what the Judge has to say about those OEM NDA things about notifying Microsoft before talking to the government. Oh, I forgot, that's all SAP, everybody does it. Just like everybody has the ability to sort of put their "partners" out of business if they don't toe the line. Never mind."In its discussions with the government ... Microsoft flatly stated that its interpretation of the Final Judgment consent decree would enable it to require OEMs (original equipment makers) to put 'orange juice' or 'a ham sandwich' in the box with a PC preinstalled with Windows 95," the government argued in its court filings. Of course, with Microsoft's penchant for shipping right on time, those would most likely be mighty shriveled and moldy snacks by the time you got them. So it goes. Got to go say my prayer again. Cheers, Dan.