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


To: RTev who wrote (19127)3/29/1999 2:09:00 AM
From: djia101362  Respond to of 74651
 
RTev, I don't believe this is considered a leak since there was never a "gag order" on possible settlement talks.

For anyone to believe that MSFT would even consider such a remedy is totally ridiculous and I too, dismiss anything in that article as just that, ridiculous.

If any MSFT shareholder actually believes MSFT would ever agree to something like that, they really should consider dumping all of their MSFT shares at tomorrow's open. If MSFT were ever forced to do that, it definitely would not be the same company I have invested so much of my money into and I'd be the first one on the A-train out of Redmond.

I for one like, Tech2000 and many others believe that MSFT will get off nearly untouched. It may require a trip to appeals and another 2 years but during that time, MSFT will continue to provide superior returns in this market.

If at some point in the future it appears that MSFT will be served the death penalty, I think we'll have plenty of time to get out but I just don't see that happening.

This trial makes for good discussion but that's about it. I certainly don't lose any sleep over the trial and am looking forward to waking up in the morning w/ twice as many shares of MSFT as I have right now.

Remember folks, it's never too late to buy MSFT!!



To: RTev who wrote (19127)3/29/1999 6:40:00 AM
From: t2  Read Replies (2) | Respond to of 74651
 
Yes it does. I know you read it, tech. You must have noticed that. Show me the prior story that gave a concise and apparently complete outline of the states' remedies plan. Stories prior to this were guesses and partial leaks. This one was a complete leak. That's new.

Do you not remember any of those stories in the past in which the states or DOJ want---MSFT split or licensing it source code. There were deliberate leaks---it was already out.
Everybody knows that when you enter negotiations, you start off with silly demands and then by talking get to serious business. This "complete leak" as you call it is also a very deliberate leak in order to establish their starting point. Obviously, this will not be what actually comes from a negotiated settlement. This leak is nothing more than trying than a negotiation ploy.
Anybody who thinks this leak is what is expected in settlement is way off base. It appears that they have dropped the "baby bills" idea which was one I did not like.
A negotiated middle ground cannot be as bad as what was in that story----that is why I am not concerned.
The only thing I can see is a possible transparent pricing policy in the worst case scenario.