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To: damniseedemons who wrote (17076)	2/4/1998 9:27:00 PM
From: Stang	Respond to of 24154

Analyst Pooh-Poohs Netscape-Sun Takeover Rumors (02/04/98; 4:15 p.m. EST) By Gabrielle Jonas, TechInvestor Netscape shares jumped Wednesday on rumors that Sun Microsystems would buy the struggling company. Investors, however, should take the rumors with a grain of salt, according to one analyst. "There has been a tremendous amount of market speculation about these guys," said Bill Burnham, senior research analyst at Piper Jaffray. "But I think it's more speculation than truth. A lot of this is people just spinning tales, although I don't think anybody would be surprised." Just before market close, Netscape [NSCP] was up about 6 percent, or 1 3/16, to 19 3/8. The company rallied as much as 13 percent before pulling back. Sun [SUNW] benefited from the rumor, as well, adding 5/16 to 48 15/16. A Netscape spokesman would not confirm or deny that the company may be acquired by Sun. "We're not going to comment on rumors and speculation," Allison Johnson, Netscape's director of corporate public relations, told TechInvestor. "It is rumor and speculation, and we're not commenting." Sun, based in Mountain View, Calif., would not return telephone calls. "I believe it the rumor de jour, not unexpected in the light of Netscape's difficulties," Burnham said. "With Netscape stock down so much, it's the subject of a lot of speculation. Right now, it strikes me as being more in the rumor category than truth." techweb.com

To: damniseedemons who wrote (17076)	2/4/1998 11:14:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 24154

Sal, it said "such as DVD", not that specifically. Anyway, I'd put more stock in the next couple: --Tying the operating system in the channel to computer makers. The government has been interested in ways that Microsoft may give price breaks or other inducements to computer makers to promote its software. -- Tying the operating system to favored products or services. The Justice Department has looked at a possible attempt by Microsoft to leverage control of the Windows operating system into control of the ''desktop'' seen by consumers, which would allow it to charge monopoly rates to advertisers who want to reach consumers. As we've discussed before, control of the OEM channel is a big deal for Microsoft, and recent stories show that they are pretty brutal there. But, the OEMs all love it. They especially like dealing with that Joachim guy I hear. Cheers, Dan.