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

To: Josh Carroll who wrote (12247)	11/17/1998 6:33:00 PM
From: Bearded One	Read Replies (1) \| Respond to of 74651

It won't have any immediate effect on sales. However, it will hurt them in their defense against the DOJ---not that there's any question about how that trial is going.

To: Josh Carroll who wrote (12247)	11/17/1998 7:44:00 PM
From: cheryl williamson	Respond to of 74651

Josh, It means that either M$FT complies with the injunction to alter any & all Java code they publish so that it passes SUNW's compatibility tests, or the products involved get yanked from the market. They probably can appeal, but this is the SECOND loss on the same lawsuit. This suit, by the way, is NOT directly tied to statutory contract law. It is more closely associated with what is actually in the contract between SUNW & M$FT. That contract has been read over & over again by all the parties involved in the suit & Judge Whyte has heard all the arguments on both sides. He believes that SUNW is likely to prevail, just as he ruled last spring. Something tells me that M$FT is not going to prevail in an appeal. M$FT is going to have to bite the bullet & comply, and in my estimation, they will. cheers, cherylw PS - This win is also going to boost the DOJ case against Ballmer & Butthead.

To: Josh Carroll who wrote (12247)	11/17/1998 7:47:00 PM
From: William F. Wager, Jr.	Read Replies (2) \| Respond to of 74651

Lost the sun lawsuit The suit continues. The judge merely entered a preliminary injunc- tion which is simply a "first-round victory." MSFT has the right to appeal the decision. The WSJ reports tonight that the co. has not decided what course of action it will take and analyst Rick Sherlund(who follows it better than anyone)says it will not hurt MSFT but it is a long-range problem that will have to be dealt with. He said the decision does not represent a "radical outcome" such as the halt of Windows shipments. (Shurland is with Goldman who brought MSFT public.)

To: Josh Carroll who wrote (12247)	11/18/1998 6:04:00 PM
From: HG	Read Replies (2) \| Respond to of 74651

You have to admire Mr Gates for for giving us a low priced OS. I remember back in 1991 I was looking to standardise on Ultrix on a mid range machine...and the OS cost $75,000 ! And three months later I attended the launch ceremony of NT with my account manager from Digital (who had sold me the Alfa box) and they told me NT licence would cost me $400. It was a paradigm shift ! Coming back to the topic, I believe Gates will be able to buy his way out...and I say this with utmost respect. I mean, he must have that something (apart from money) which exudes power. Why else would he get away with it every time ? I'm convinced that 99 will not be a good year for MSFT investors...especially since the economy and market looks hot for other investments. Eventually, investors will get tired of waiting around and park their monies elsewhere. In the long term, however, the turbulance will not make much difference. MSFT has a knack of copying the industry leaders - and coming out ahead of them. It would have to be careful in the wake of exiting lawsuits...but the excellence within the company will remain. MSFT is like a fungus. It grows pretty fast and "conquers" everything (almost everything) that it can lay its eyes on.What scares me though is that if Justice department decides to break up MSFT into babysofts (ala baby bells), we may have MSFT mutations, each with the ability to multiply and spread as quickly. And we think we have a problem now....?