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

To: Big Kahuna who wrote (11439)	10/20/1998 9:59:00 AM
From: Scotsman	Read Replies (3) \| Respond to of 74651

This is as close to a no lose proposition you will run into on Wall Street, long term that is. If the DOJ loses or simply fines them, so what. They have more cash than the net worth of 90% of the top 500 companies in the country. It would do nothing to their dominance of the desktop, nor their spreading into other businesses,so they would simply have a small bump in the road. If they have to remove their explorer, again so what. They make Windows compatible systems,and the die is cast. That will not hurt them in the slightest. Once again a bump in the road. If they are broken up, than all shareholders, including Bill, get shares in the Baby Bills. This is the real money maker. Since Windows is the set standard, they will continue to dominate. In fact, I would not doubt that some will move into servers, others PC's, and others telecommunications. Continued domination. All should do nicely. And since there are more of them, than the shareholders should benifit greatly. Remember, it is estimated that the breakup of Standard Oil increased Rockefellers net worth by at least 3 times. If I was Gates, I would be saying "Please, hit me again."

To: Big Kahuna who wrote (11439)	10/20/1998 12:31:00 PM
From: Mike Milde	Respond to of 74651

Kahuna, Microsoft must continue to earn money at an accelerated pace to sustain the very high valuation on the stock price. I do believe that if they are broken into smaller companies, then they may very well begin losing money. Microsoft has survived because they have a niche. If you simply look at the quality, reliability, and interoperability of their products, you will find that there are many great alternatives. Microsoft rules the desktop, and that is the reason Microsoft has been so successful. If they lose that, they're in big trouble. Mike