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


To: dfloydr who wrote (8520)5/7/1998 1:58:00 PM
From: Market Tracker  Read Replies (2) | Respond to of 18691
 
Say MSFT/OS, MSFT/Net, MSFT/Office and MSFT/FunStuff

That may actually be the way to go, and by doing it voluntarily think of the 100's of millions of dollars that the stockholders could save. I remember IBM vs DOJ, and I think it went on for 10 years or more. Became a battle of wills. I wonder if the proposed Gates & Co. purchase of Bermuda could be structured into small, lot-sized,
real estate partnerships, spun off to shareholders of record? :)



To: dfloydr who wrote (8520)5/7/1998 2:59:00 PM
From: Roger A. Babb  Respond to of 18691
 
D. Russell, I think it is safe to predict that MSFT will be broken up, one way or the other. Voluntarily, the pieces are worth much more than the whole. But a prolonged fight with DOJ will divert management resources and create opportunity for competition, just as it did for IBM. Not to speak of feeding expensive lawyers.