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

To: t2 who wrote (13256)	12/16/1998 9:56:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 74651

It looks like a MSFT win to me - maybe just a few harsh words about the companies tactics by the judge. I think our safe position is to figure he rules against, and we take a 20 point hit, which will almost immediately be recouped. Since a short sale will make sense just prior to the ruling, we had better figure that there will be a tremendous short position at that time. If we come out with a favorable ruling, I think it will go to an 85PE based on 2YK. If Cisco is worth 80, and it seems to be, MSFT should hold 85.

To: t2 who wrote (13256)	12/17/1998 7:23:00 AM
From: John F. Dowd	Read Replies (2) \| Respond to of 74651

tech2000 and All: It appears that the good judge is giving himself an out here. He is unquestionably headed up the same blind alley as he did in the past trial i.e. designing software from the bench so he has taken a recent historical development to give himself a graceful way to dismiss this case with a few harsh words deploring MSFT's aggressive marketing tactics which appear to be endemic throughout the industry. WASHINGTON - The federal judge conducting the Microsoft Corp antitrust trial said Wednesday that America Online Inc's proposed acquisition of Netscape Communications Corp might affect the outcome of the proceedings. --