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


To: t2 who wrote (17635)3/11/1999 9:20:00 AM
From: blankmind  Respond to of 74651
 
MSFT down in pre-market

- I think the stock finishes lower. As this, I don't think, is a good sign. I look for MSFT to finish down today under $160



To: t2 who wrote (17635)3/11/1999 9:28:00 AM
From: Teflon  Respond to of 74651
 
Well Gang, here we go!!!!!!

Micron Technology just preannounced on the UPSIDE>>>>!!!!!

Fasten your seatbelts.

Teflon

p.s., t2k, those April 180s are looking goooooood!!!!!!



To: t2 who wrote (17635)3/11/1999 11:24:00 AM
From: Teflon  Read Replies (1) | Respond to of 74651
 
Hey t2k and LindyBill,

What do think about MSFT buying out COMS someday? I know they would encounter more antitrust problems on the handheld pc front....but somehow to me it makes sense in some bizarre sense. Especially considering COMS terrible stock performance of late.

Teflon



To: t2 who wrote (17635)3/11/1999 3:41:00 PM
From: RTev  Respond to of 74651
 
I agree with most of your settlement analysis. The pressure to settle a civil suit becomes more intense as the case continue -- right up to the filing of a decision. All judges love to see a case settled since it takes considerable strain off of the judge and his or her staff. A settlement relieves them of the duty to wade through the boxes and boxes of testimony and evidence. And I agree that the state AGs would be the more aggressive side in any settlement talks since they are elected politicians who want to be able to take home a "win for the software industry and consumers in our state".

But the leaked memo from Microsoft posted earlier today suggests that the company and its lawyers really do believe their public statements -- that they still have a chance to win this. If that's true (and not just a smokescreen), then we shouldn't expect any settlement. The government has done a good job in presenting its case. Not even the DOJ will be willing to give much in settlement talks when they're winning. Despite the PR spin put on it by Microsoft lawyers and flaks talking to reporters on the courthouse steps, Boies has engaged in far more than "courthouse theatrics". He has consistently weakened Microsoft's defense by shedding doubt about the veracity of each Microsoft witness. The "facts" on which the judge must decide the case are leaning toward the government side at this point because Microsoft was unable to present their side effectively.

Maybe Microsoft will pull a rabbit out of its hat with their rebuttal witnesses. Maybe Boies will mess up with his rebuttal witnesses. Maybe Microsoft will even buy some good litigation support software and find documents that support their contentions and weaken the DOJ case. But that's a lot to hope for in just a few weeks.

I fear the serious settlement negotiations will begin only when it's clear that the DOJ and states have won and when it's too late for MS to come away with anything that could be called a "victory" even by the remarkable truth-twisting flaks employed by the company.