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

To: Sonki who wrote (4366)	12/18/1997 11:28:00 PM
From: Flair	Respond to of 74651

Sonki: A better article on the issue : "Removing IE from Windows95 is easy or not". techweb.com Here is my personal opinion. Microsoft took an aggressive and dangerous move. The "dangerous" part is: (1) All investors feel uncertain about its future. (2) DOJ will take whatever it can to attack Microsoft. For example, it may encourage all state attorneys to file separate anti-trust lawsuits against Microsoft. This will make Microsoft very very busy. (3) Ruin Microsoft's public image. All newspapers covered this story but did not give full-length description about Microsoft's point of view. The "aggressive" part is: (1) (a) "Removing IE from Windows 95" causes different interpretations between DOJ and Microsoft. The right phrase should be "disabling IE from Windows 95". This can also explain why "integrated product" causing so much ambiguity between Microsoft and DOJ. (b) If DOJ is satisified by letting users have an option to "disable" IE, then DOJ should not make a big deal in the beginning to urge Microsoft to remove IE from Windows95. The implication is that IE can be in Windows, but should provide an option to disable it. This capability has been in Windows95, and DOJ just tried to over-exaggerate anti-competitive practice done by Microsoft. (c) This means that in Windows98 or Windows NT, Microsoft can preload IE, but needs to give users an option to "disable" it. (d) As a result, Windows98 will not be delayed as long as Microsoft gives users an option to "disable" all browsing-releated fucntionalities without hurting Windows' normal operation. (e) Microsoft will keep adding new functionalities based on MSHTML and ActiveX. (f) Most users will choose to use new features in the long run. (2) DOJ's reply is quite disappointing, since it shows its intention of dictating technology innovation. (I think this is a bigger "contempt" than Microsoft's practice.) (3) The initial injunction may be a little over Judge Jackson's authority. However, a new injunction can be issued immeidately if the initial injunction is overruled.

To: Sonki who wrote (4366)	12/20/1997 3:18:00 PM
From: mozek	Read Replies (1) \| Respond to of 74651

Hi Sonki! Haven't talked/exchanged posts or e-mail with you in a while. I tried sending mail to the address davefmly@aimnet.com, but it didn't work. I'm headed to Europe for the holidays, but it'd be nice to talk sometime. I'm starting to think Microsoft would be a good buy again. Funny thing is that this is the range where I sold a lot before. It never came down to my price, but now that it's close, I might buy some back. Hope things are going well for you and that you have a great holiday! Talk to you sometime between now and next year, Mike