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To: Carmine Cammarosano who wrote (9850)5/17/1998 1:47:00 PM
From: QwikSand  Read Replies (2) | Respond to of 64865
 
I subscribe to the theory (which I've seen proposed elsewhere) that MSFT decided finally during Friday's talks that the cheapest thing for them to do, and the course with the highest probability of a favorable outcome for them, is to go to court because the DOJ & co. have a crappy case.

At least one news article I've seen on the web says that the DOJ wanted Microsoft to release a version of Win98 with the Netscape browser bundled in? Is that possible? I wrote it off to poor fact-checking, or rumor-mongering, or whatever you want to call it. But if it's true, it's nothing short of idiotic on the DOJ's part.

As much as I detest Microsoft, I think the only case their opponents can win centers around contract provisions in restraint of trade. Microsoft is clearly guilty of plenty of those. They're not just hardball players, they are criminal bullies. But when it comes to software product definition overseen by the courts, I don't think that has a prayer. I'd love someone to offer a contrary opinion.

In the meantime, I think things in the industry are changing fast enough that this whole ruckus will dissolve into nothingness before it's formally resolved.

Regards,
--QwikSand



To: Carmine Cammarosano who wrote (9850)5/17/1998 7:36:00 PM
From: Mike Milde  Read Replies (1) | Respond to of 64865
 
Carmine,

I can't imagine a way that pieces of Microsoft could be worth more
than the whole. Their stock is very pricey right now, and I think
the high valuation is supported by the fact that they have solid
market share. If the DOJ does something to shake that up, then it's
hard to justify its high price.

Mike