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To: Benny Baga who wrote (22428)1/17/1999 4:08:00 PM
From: Charles Hughes  Read Replies (1) | Respond to of 24154
 
<< I'm not sure I totally agree.

You are right, I overstated the case.

Without monopoly power, perhaps not all of the divisions would do well in the long run. It is that monopoly power that restrains competitors from leaping into the fray with them right now.

However, in the short run, I think the overall stock valuation would go up because of a number of factors. Unless there is come complication based on those outstanding employee options I don't know about that makes it untenable.

In the long run, the increased competition would benefit the consumer. So in the short run the investors would benefit, in the long run their competitors and the consumers would benefit.

Remember that some of these divisions would be under new management. Perhaps management with more respect for engineering principles and the consumer's needs. So perhaps they would be able to compete even without the monopoly power.

Also, some of the company would end up being the media bag. With elements as diverse as MSN and MSNBC, that's a hard one to predict.

Chaz



To: Benny Baga who wrote (22428)1/23/1999 1:19:00 AM
From: J. Stone  Read Replies (1) | Respond to of 24154
 
Question for an informed MSFT watcher:

Can anyone here tell me MSFT's purchase price of Hotmail?

regards,

JS

ps - A link to a news article noting the price would be helpful, too. I've searched, but can't find a news story noting the price...