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

To: John F. Dowd who wrote (11306)	10/13/1998 1:45:00 PM
From: Daniel Schuh	Respond to of 74651

OT, interesting, indeed. Dowd, do you know anything about her Aynness's personal life? She's not exactly one to be casting stones on this particular subject, even from beyond the grave. And the Republican Moral Right Guard doesn't seem to be thinking much about leading the country forward in a more Libertarian direction, by all indications. They'd have a different problem with her Aynness, I'd guess. You might like to check out the cover story on the Sunday NYT magazine this week, "The Scolds". I thought the "decline of Western Civilization due to Bill Clinton" crowd was lunatic fringe, turns out they're the new Republican mainstream. This isn't Barry Goldwater's Republican party, or Ronald Reagan's either. Bless their relatively kind and forgiving hearts. No cheers here.

To: John F. Dowd who wrote (11306)	10/13/1998 4:03:00 PM
From: TigerPaw	Respond to of 74651

... When he becomes a man, he feels ... a sneaky sense of triumph ... Maybe this is what makes him a leader instead of a beuracrat. TP

To: John F. Dowd who wrote (11306)	10/13/1998 4:54:00 PM
From: miraje	Respond to of 74651

Good news from INTC (.89 vs .80 est). AMD also reported a nice increase in CPU unit sales a few days ago. I'm beginning to suspect that MSFT earnings will be a nice surprise on the upside. If it trades down in the low 90's in the next few days, I'll be loading up on some calls. Maybe they will declare some of that deferred revenue that's been building up in the kitty and have a blowout. Would be a nice boost to all ailing tech stocks. -JB

To: John F. Dowd who wrote (11306)	10/14/1998 6:07:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 74651

To All: The below excerpt from the full MSFT refutation of DOJ's case(http://www.microsoft.com/presspass/doj/10-13record.htm#statement) gives us an idea of why MSFT is headed inexorably back up. Dismissal of case and great earnings. Ironically, even Netscape cannot support the government's accusation that Microsoft has illegally "tied" Internet Explorer technology to the Windows operating system. In a recently unsealed document outlining the active collaboration of the Justice Department and Netscape months before the case was filed, Netscape's own counsel writes: "We are totally unable to provide examples of files that can or can not be deleted from Windows 98 since, as we discussed this week, it is our understanding that it is simply not possible to delete any portion of IE, or of browser functionality, from Windows 98 as presently configured without severely interfering with the operating system." A body of case law has developed to deal with claims that the technical connection of one product with another constitutes an unlawful tying arrangement. These cases hold that such technically interconnected products are immune from tying claims (generally referred to as "technological tying" claims), as long as the interconnection of the two products achieves a technologically beneficial result. The case brought against Microsoft presents an even weaker basis for judicial intrusion into questions of product design because, unlike in most "technological tying" cases, Windows 95 and Windows 98 as provided to computer manufacturers have always included Internet Explorer technologies – both operating systems are a single, integrated product. Additionally, there is no claim that the alleged tying product (Windows) was designed in a way that would make competitors' products incompatible with it. Moreover, the Department of Justice cannot genuinely dispute that the integration of Internet Explorer technologies in Windows 98 achieves technically beneficial results.