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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?


To: porcupine --''''> who wrote (270)4/30/1998 9:58:00 AM
From: porcupine --''''>  Read Replies (1) | Respond to of 1722
 
MSFT: Attorneys general from 13 states are in the final stages of
preparing a joint antitrust action against MICROSOFT CORP
(Wednesday's close 90-1/2), the New York Times reported. Several
of the state officials told the paper they are prepared to proceed
without the U.S. Justice Department, which has its own probe of
the world's largest software maker, although they would rather act
in conjunction with the federal agency. The states plan to act
quickly because Microsoft plans to begin shipping the next version
of its ubiquitous Windows operating system - Windows 98 - to
personal computer makers in May and release it to the general
public in June. (Reuters 02:45 AM ET 04/30/98) For the full text
story, see
infobeat.com



To: porcupine --''''> who wrote (270)4/30/1998 10:18:00 AM
From: porcupine --''''>  Read Replies (1) | Respond to of 1722
 
MSFT and INTC are priced as if their best days were still ahead of them. But, as the previous two postings make clear:

1) MSFT is facing a long, uphill legal battle (as IBM and AT&T once did).

2) INTC is facing serious pricing pressure for the first time since the x86 cpu architecture was introduced.