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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Market Tracker who wrote (8519)	5/7/1998 1:21:00 PM
From: dfloydr	Read Replies (2) \| Respond to of 18691

Any of you remember when IBM came under attack. I was there in the late sixties. Justice wanted to break IBM up. IBM fought it tooth and nail for years and gradually became so isolated and paranoid - we had to save every document we ever read including newspapers ... good for the file cabinet makers ... that they lost touch with the market. Only when IBM finally broke itself up did IBM start to soar again and make some sense in the present marketplace. Maybe Gates should buy Bermuda or Tahiti and move MSFT there. Or he should jump ahead of the problem and break MSFT up in a way that makes sense in the current world. Say MSFT/OS, MSFT/Net, MSFT/Office and MSFT/FunStuff. Given the caliber of people he has now, any one of those would be a killer company by itself. Batteling it out with Washington will only put lots of dollars into Beltway lawyers and politicians who have not the foggiest clue what they are addressing and screw up the business for years to come.