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Author Topic:   Microsoft (MSFT)
InvestorGuide Weekly
Administrator
posted 04-17-2000 11:47 AM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
Most Americans do not want Microsoft to be broken up, still most don't object to the case brought by the DOJ either. (source: ABC News)
http://abcnews.go.com/sections/tech/DailyNews/microsoft_poll000411.html

Microsoft plans to release a new generation of handheld organizers next week, addressing flaws that caused earlier versions to flop, in an attempt to gain share from market leader Palm. (source: Cnet)
http://news.cnet.com/news/0-1006-200-1694192.html

InvestorGuide Daily
Administrator
posted 04-14-2000 06:30 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Microsoft said its engineers included a secret back door including the phrase "Netscape engineers are weenies!" in Web site authoring software that could allow hackers to gain unauthorized access to potentially thousands of Web sites. (source: Cnet)
http://news.cnet.com/news/0-1003-200-1696137.html

InvestorGuide Daily
Administrator
posted 04-12-2000 06:39 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
An influential Wall Street analyst slashed his forecast for Microsoft's sales for the latest quarter, sending the software maker's stock lower and dealing another blow to the highly volatile technology sector. Goldman Sachs analyst Rick Sherlund cited slow growth in PCs for his revision. (source: CNNfn)
http://cnnfn.com/2000/04/12/companies/microsoft/

DOJ antitrust chief Joel Klein declined to rule out seeking a breakup of Microsoft as a remedy in the Microsoft antitrust case, saying he was keeping all options open. (source: Wired)
http://wired.com/news/politics/0,1283,35625,00.html

dude
posted 04-12-2000 03:00 PM     Click Here to See the Profile for dude      Reply w/Quote
> At some point people have to start thinking this is a great bargain.
Microsoft is the only stock in my portfolio that I want to drop in price. Why? Because I plan to buy many more shares in the coming years, and I want to get those shares as inexpensively as possible.

> The withdrawn story from the WSJ is an interesting situation--you want to talk about accountability and the damage that can be done in chatrooms, how about a false story in a respected newspaper? That could do some serious damage.
I completely agree. I guess the point is that WSJ has earned its reputation by making very few mistakes like this, so when they say something it's accepted as fact, whereas chat boards (except Investorville, of course) have a lot of junk on them, so readers know to double-check what they find.

wassup?
posted 04-12-2000 01:49 PM     Click Here to See the Profile for wassup?      Reply w/Quote
A Goldman Sachs analyst cut his earnings forcasts for MSFT citing sluggish PC Growth. The giant is taking another hit and is now only about 4 points away from a 52-week low. At some point people have to start thinking this is a great bargain.

The withdrawn story from the WSJ is an interesting situation--you want to talk about accountability and the damage that can be done in chatrooms, how about a false story in a respected newspaper? That could do some serious damage.

InvestorGuide Daily
Administrator
posted 04-11-2000 06:55 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
We reported yesterday that the Wall Street Journal Interactive Edition
issued a story saying that Microsoft may be stripped of the rights to its
Internet Explorer Web browser as part of the remedy in the government
antitrust case it lost earlier this month. Later in the day the story was
pulled, and a spokesman for the paper, Dick Tofel, said the story was never
meant to be published. Asked if the report was removed because of issues
with its accuracy, Tofel declined to comment.

InvestorGuide Daily
Administrator
posted 04-10-2000 06:37 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Microsoft may be stripped of the rights to its Internet Explorer browser as part of the remedy in the government antitrust case it lost earlier this month, according to reports. The Wall Street Journal said the government is considering a proposal that would force Microsoft to grant royalty-free licenses to Internet Explorer, opening the programming code to customers and computer makers. (source: Internet News)
http://www.internetnews.com/bus-news/article/0,2171,3_100962_Ext,00.html

humanity
posted 04-10-2000 05:48 PM     Click Here to See the Profile for humanity      Reply w/Quote
I heard that one of the options the judge is considering is forcing MSFT to open up the code to the IE browser. I happen to think this is the worst possible sanction. I could see levying huge fines or even breaking them up, but don't mess around with their products. Their products, monopoly aside, are the strenght of what they do and are the backbone of much of the business infrastructure. And on the Internet, a major problem has been a lack of standards in many areas. The IE browser has done a really good job in attempting to set good standards. But if you open it up, we will then have no good browser on the market, let alone standards that will cross all subsequent browsers.

Leave the technology and products alone. Just focus on the company.

InvestorGuide Weekly
Administrator
posted 04-10-2000 01:26 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
The Federal Judge delivered a guilty verdict in the Microsoft antitrust case after settlement negotiations broke down last weekend. Then, the case was fast-tracked, meaning that there might be closure to the governement's legal action by the end of the year. And then....

If you missed anything, Cnet's coverage will take you through all the news.
http://news.cnet.com/news/0-1003-201-1629021-0.html

Fluent in "Legalese"? Here's the DOJ's findings of fact. (source: Department of Justice)
http://www.usdoj.gov/atr/cases/f4400/4469.htm

Richard Brandt feels that a breakup of the software behemoth is unlikely, but that Mr. Bill shouldn't be so confident about an appeal. (source: Upside)
http://www.upside.com/texis/mvm/richard_brandt?id=38e941980

Of course, what is really important is how all this affects your portfolio. (source: CNBC)
http://www.cnbc.com/commentary/commentary_full_story_stocks.asp?StoryID=14887

Microsoft is on the counter-attack in the court of public opinion. (source: ZDnet)
http://www.zdnet.com/zdnn/stories/news/0,4586,2523512,00.html

InvestorGuide Daily
Administrator
posted 04-07-2000 06:48 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
The White House might ask to be briefed by the Justice Department about the penalties it will seek against Microsoft for violating antitrust laws. Presidential involvement in antitrust decisions are very rare, but not unprecedented, according to experts. (source: Washington Post)
http://www.washingtonpost.com/wp-dyn/articles/A27526-2000Apr6.html

mojo
posted 04-07-2000 06:39 PM     Click Here to See the Profile for mojo      Reply w/Quote
> I am not sure I agree that the fast track was a good thing for MSFT.
I would also guess that avoiding the fast track would've been better for Microsoft, but Bill Gates agreed to it, and I trust his judgment when it comes to what's best for his company.

> anyone have any feelings on that "fireside chat" advertisement with Mr. Gates talking about innovation and the future?
I saw it yesterday and thought it was a little silly, but maybe I don't know the purpose. I'm guessing it's to replace the public perception that Microsoft = Bad with Microsoft = Good.

> The Windows era is dead.
> Microsoft is finished, but we already knew that.
The guy who wrote these words has no idea what he's talking about. I have explained elsewhere ad nauseum why Linux represents no threat to Microsoft, and why Windows will capture the non-desktop computing device market, despite what Steve Case and Scott McNealy want us to believe, so I won't bore you with the details here. If you don't believe me, please feel free to invest in Red Hat et al... just don't say I didn't warn you.

KeithG
posted 04-07-2000 12:23 PM     Click Here to See the Profile for KeithG      Reply w/Quote
I agree that the signs point to the ruling not breaking up the company, but I am not sure I agree that the fast track was a good thing for MSFT. I thought some of the value in not settling was that this thing was going to drag on forever in the appeals process. By settling, Microsoft could get a quick resolution with some assurances about what would happen--and without being found GUILTY. Now, they're getting a quick resolution without any assurances. I would have thought that if MSFT was willing to fast track, they would have been willing to settle. Maybe they really have a belief that the SC will vindicate them.

By the way, anyone have any feelings on that "fireside chat" advertisement with Mr. Gates talking about innovation and the future?

gatsby
posted 04-07-2000 12:15 PM     Click Here to See the Profile for gatsby      Reply w/Quote
oddly enough, I think the fast track ruling is a good sign for Microsoft. If the judge was thinking breakup, then he would need to allow for alot more time, much more than he has laid out. So I'm guessing the company will end up whole, with either heavy sanctions or opening up the technology. And it's also notable that he's fast tracking it to the Supreme Court. If they decline to rule, that means the judge's ruling stands without possibility for another appeal.

wassup?
posted 04-06-2000 03:55 PM     Click Here to See the Profile for wassup?      Reply w/Quote
Here are some STRONG words from thestreetadvisor.com--I really don't understand what is going on with Linux, but if these are the implications, it is time to start learning. Of course, this is just one man's opinion, grain of salt taken:

"AOL Kills Windows
Kevin Prigel
Apr 6 2000
When it rains, it pours. So goes the story for Microsoft [MSFT], which today faces the announcement we have anticipated from America Online [AOL] since April 14, 1999: Windows is out, and Linux is in.

As part of America Online's $800m investment in, and partnership with, Gateway, the computer manufacturer will begin producing Internet appliances for AOL. The devices will utilize Linux as an operating system and America Online's software as a user interface.

In further exhibition of where the future of computing is headed, America Online commented that if users have to know they have an operating system, AOL has not done its job.

And with one magic announcement, the Windows era is dead.

Not convinced? Here's what AOL has just brought to the PC world:

· A device that retails for significantly less than any other PC yet serves the functionality needs for currently computer-free homes, and the Internet access needs for networked homes in their kitchens, bedrooms, and living rooms.

The ultimate PC operating system--self-updating and as transparent as an application
Guaranteed operating system and hardware compatibility, as Gateway and AOL have jointly developed the entire configuration.
The easiest-to-use online service just got easier: now it comes ready in a box.
What does it mean for the companies involved? America Online will probably realize little hardware revenue but should see gains in its Gateway stake. Where AOL really wins is with the hoards of new subscribers this device will bring to the service.

For its part, Gateway gains a foothold in the Internet appliance market with the one company that can make appliances succeed.

Microsoft is finished, but we already knew that. The only company in the world with the power to defeat Microsoft's monopoly is America Online. To this point, the company has been reluctant to disturb Microsoft's monopoly in order to keep its positioning in the Windows operating system. With the verdict handed down in the anti-trust case, though, it looks like AOL's ready to play hard ball--and win."

InvestorGuide Daily
Administrator
posted 04-05-2000 06:18 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
A ruling on the penalties to be levied against Microsoft for its antitrust violations will come within 60 days, with a hearing set for May 24, officials said today. The case has also been put on a "Fast Track" schedule meaning that an appeal could go directly to the Supreme Court and that there may be a resolution to the case by the end of the year, much sooner than anticipated. (source: Seattle Times)
http://www.seattletimes.com/news/nation-world/html98/fast05_20000405.html

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