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

To: Lizzie Tudor who wrote (11295)	10/12/1998 7:20:00 PM
From: Hardly B. Solipsist	Respond to of 74651

> That was the conventional wisdom in the 20s when standard oil... I think that it is frequently the case that the broken up company is worth far more than the intact one -- IBM would have been worth a lot more now if they hadn't managed to sink the antitrust suit against them (at least that's my opinion). However, I think that a lot of MSFT's apps are bad enough that they wouldn't sell without the tie-in from the O/S. Probably the office junk would still make a lot of money, but even that probably wouldn't be unassailable without the O/S lock. I think that it's pretty close, but MSFT probably makes more money out of their monopoly than without it. However, I think that 10 years from now the stockholders would be better off if the company were broken up today than they will be if MSFT remains intact or even if a breakup occurs 5 years from now.