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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Scotsman who wrote (6983)	5/12/1998 10:56:00 PM
From: jtechkid	Respond to of 74651

what is nasdac 100 futures been down as much as 370

To: Scotsman who wrote (6983)	5/12/1998 11:12:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 74651

NSCP ----I'm not thinking THAT far ahead Few people remember that the original judge on the MSFT consent decree case refused to sign his name to the deal DOJ made with MSFT a few years ago. It smelled so bad he wouldn't sign it!!! So DOJ had to go to the Appeals Court to compel him to sign it. I just read the new Appeals Court ruling on not extending the consent decree to Win98. They mention that DOJ didn't even set forth any arguments on integration and seemed to have little understanding of what it wanted to do with Win98. The ruling says that WIn98 is an integrated product. (Gosh I didn't know that, I guess those judges really do understand software...or they throw darts at the wall...) So DOJ will have to abandon its consent decree farce. They look so pathetic having given Bill this gift and then watching him shove it down their throats. Nothing is left for them but to file a general Sherman anti-trust action and start behaving like they still know what enforcing the law means. In any case I'm looking for MSFT to move up. Win98 will be released and any new anti-trust case will take time to take a toll on MSFT's profits.

To: Scotsman who wrote (6983)	5/12/1998 11:38:00 PM
From: Hal Rubel	Read Replies (3) \| Respond to of 74651

Citizen Gates Today's ruling, by creating a breathing spell, may also create a window of opportunity for sincere negotiation between Gates and the Department of Justice (DOJ). The DOJ is most likely to escalate the quality and depth of its efforts from here on. Once shipped, it can not be unshipped no mater the damage. I too expect that Netscape is mortally wounded, but I would expect it to stagger on for a while. Apple is reported to have 1.8 billion dollars in cash, but I do not think they will buy Netscape out or buy the rights to Navigator and follow in Microsoft's footsteps to tie up its share of access to the internet. Through some sort of marketing deal, Apple is currently obligated to include Microsoft Explorer with Mac OS. Effectively preempted out of the vast (96%)Windows and the tiny (4%) Mac PC market, I would expect that consumers will never see a major browser upgrade from Netscape. This means that Microsoft Explorer is under no competitive pressure to upgrade either. Well, maybe one upgrade to keep Navigator in its grave. But, thats marketing, not innovation. Why innovate when marketing is good enough. HR