SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: odd lot who wrote (4357)12/18/1997 3:17:00 PM
From: Alan Buckley  Respond to of 74651
 
I'd expect years and years of legal wrangling before any break-up was achieved, especially having seen the DOJ fail to define exactly how they wanted IE removed from Win95. Remember, they'll need a workable definition of O/S and app for that to be achieved, something even industry experts can't agree on. It would require ground-breaking interpretation of the law, and of course, MSFT would appeal everything.

As long as MSFT is not prevented from shipping the integrated products there should be no hit on revenue, even if they are forced to ship a non-integrated product as well. However, the pending legal business will likely dampen the stock price short term.

Unlike previous years, MSFT actually has some Xmas-style products this year, with WebTV, the Interactive Barney, the force feedback joystick, the well received Age of Empires game, and more kids titles. It will be interesting to see if this is visible on the 2Q results.

I'm holding at current price, and would be a buyer again should it fall to 115 or so.