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


To: Paul Fiondella who wrote (7871)5/23/1998 1:16:00 AM
From: FR1  Read Replies (2) | Respond to of 74651
 
"Smart investors should wise up. MSFT won the minute Justice decided not to press for a suit breaking up MSFT. This current WIn98 suit is quite limited and basically the press is jerking all of you around.
"

Absolutely right. Now for the killer - imagine how much money it would cost to buy the public exposure Win98 has gotten!! Every business person is breaking their neck to get a copy while it is hot and before it is yanked. Media reporters (really just ad salesmen in todays world) are pouring gas on the fire because it increases circulation. So MSFT gets a windfall (read multi-multi-million dollar windfall) of exposure at no cost. Next week this stock is going up and Win98 sales will be sky high.

Exactly the opposite of what the feds wanted. Their daddy lost to big blue and now "feds - the next generation" are losing to the children of IBM.



To: Paul Fiondella who wrote (7871)5/26/1998 8:21:00 PM
From: Retiarius  Read Replies (2) | Respond to of 74651
 
Re: On the contrary, Win98 can ship as planned.

as microsoft has planned? or as sun has planned?
the court (not the DOJ venue -- do not confuse the
two suits!) may impose any of three conditions before
the june 15 ship date. courts do not particularly care
if a party has relied upon a particular course of action
to their detriment. if the sun case cannot be expedited
for docketing before the big event, and the motion is
granted, millions of CDs may be forced to be withdrawn
from the market.

this may be moot, as microsoft may already have blinked.
we'll know in the next few days as reports filter down
regarding the contents of pre-production CDs or disk images
sent to wintel distributors like CPQ or DELL.

unsealing the case could reveal enormous damage claims, ones
that even a microsoft may not easily afford.