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

To: RTev who wrote (19213)	3/29/1999 8:18:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

RTev, Remember MSN is in the consumer group. Remember when there were rumors of a spin off. Now, if the need to, they can get rid of both, while holding 49% on the company. That is not a bad idea----but I think it will would be considered only if MSFT sees diminishing growth opportunities--or a serious remedy as required by the courts. For now, they have kept Office, WindowCE, and NT , their potential big growth products separate. Contrary to what MSFT had said about the reasons for reorganization, I believe is was partly a response to the DOJ action---so that it could align itself in a way that a future structural change is easily accomplished(especially a remedy that is upheld by the courts). They are thinking far ahead into the future.

To: RTev who wrote (19213)	3/29/1999 8:47:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 74651

What effect would disassembling MSFT have in the market place. The government would have techno cops watching the separate parts to make sure they weren't in collusion and these cops would be continually coming up with the conclusion that there was something fishy going on. and the beat would go on. With regard to making MSFT auction their code why don't we force Coke to auctin their secret formula. The states have gone nuts. WHy is it there are only 19 states involved? Are there no consumers in the other 31? Give us a break! JFD