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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: micromike who wrote (9794)	5/11/1998 9:55:00 PM
From: Scotsman	Read Replies (1) \| Respond to of 64865

My feeling about MSFT will be they will not break OS away. They will go much farther than that. If Sherman Anti Trust is invoked and is successful, you will see MSFT completely broken apart. Probably into Aps. OS, Communications, and Internet, and probably a lot of other things. All independent and, under penalty of law, unable to communicate with each other for planning purposes. Standard oil was broken into 7 componants and it was only in oil. ATT was broken into, what? 6 baby bells. And it was only in long distance. Since the long arms of Gates extend into every aspect of data transfer, I cannot see any other scenario. I also agree with Addi, although I think it will fall far beneath 78 dollars per share. Perhaps as low as 50 when the panic hits. ( OK, maybe not that far.) But it has traded primarily on monopoly and growth that supported its large multiple. Monopoly will be over, and growth disappears. Lots of profits to be locked in, so I think a lot will sell out. That being said, once it falls it is the nearest to a sure thing you can get on Wall Street. If MSFT wins, they will dominate and there will be no legal method to stop them. Only the market will and that will take a long time. So it will explode upward. If MSFT loses, than investors will get pro rated shares in all the companies it is broken into. Since Windows is dominant and many companies have millions invested in its technology, they aren't going to just throw it out. It will continue to be dominant for quite a while. The management will probably stay fairly intact except for Gates and Allen, so the same people will be running these companies, albeit on their own. The spin offs should do quite well. Of course, if this all happens I would have to think Sun and Netscape should benifit greatly.