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| Author | Topic: Microsoft (MSFT) |
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InvestorGuide Daily Administrator |
posted 03-28-2000 06:34 PM
 
A federal judge put off a final verdict in the Microsoft antitrust case as out-of-court negotiations between state and federal government attorneys and the software giant continued in hopes of a settlement, people familiar with the matter said. (source: Washington Post) http://washingtonpost.com/wp-dyn/business/A31142-2000Mar28.html |
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KeithG |
posted 03-28-2000 09:49 AM
I read this in the Tech Stock Investor board (Investments folder)and thought it was interesting and worth posting here: From techstockinvestor: posted 03-28-2000 05:57 AM
Cisco Systems (CSCO) 79 3/4 +3/8: You have probably already read that Cisco has overtaken Microsoft (MSFT) to become the largest company in the world, but to focus on the specifics of these two companies would be to miss a more important paradigm shift that has lessons extending beyond a CSCO/MSFT story. The paradigm shift is one which we have been discussing for a few years -- the technology paradigm has shifted from the PC to bandwidth. The PC paradigm was led by the Microsoft (MSFT)/Intel (INTC) duopoly. These stocks have continued to fare relatively well, but the steep part of the growth curve is now behind them, and these mature businesses are not at the heart of the technology revolution. That title has shifted to bandwidth companies, and the paradigm shift within the paradigm shift is from circuit-switched electronic networks to packet-switched optical networks. At the sweet spot of this paradigm is Cisco. Unlike the Wintel-based PC paradigm, however, Cisco doesn't have a de facto monopoly in this new paradigm, as its hectic pace of acquisitions confirms. So investors can indeed learn from Cisco's ascendance to the largest company in the world. The lesson is that the sweet spot in technology is now in IP traffic delivered over fiber. And the good news is that unlike the Wintel two-company show, there are many opportunities in this telecom revolution. Though Cisco dominates the market for IP routers, it is playing catch-up in the optical arena. With its purchases of Cerent, Monterey, and Pirelli's DWDM division, it is indeed catching up, but there is good reason to believe that unlike the router business, Cisco will only be one of many players in the optical networking space. Some of the others are Nortel (NT), Lucent (LU), Sycamore (SCMR), Ciena (CIEN), Redback with its Siara acquisition (RBAK), and even Juniper (JNPR), which while not an optical networker does benefit from the bandwidth needs of the fiber network. Furthermore, there are a slew of companies in the pipeline. One which recently filed for its IPO is ONI Systems, a maker of metro-area optical networking hardware and software. Many more will follow, and many will fare extremely well given that they are at the heart of the bandwidth paradigm. - GJ |
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smario |
posted 03-28-2000 08:59 AM
Finally...yesterday, Cisco finished the day as the world's most valuable company. The top three are now: Cisco - $555.4 billion Microsoft - $541.6 billion General Electric - $520.5 billion (source: USA Today) I realize that once MSFT gets past this whole settlement and antitrust problem, they will have more time to focus public perception on the company and future rather than the legal problems, but Cisco won't go away. This could be Ali-Frazier all over again. |
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InvestorGuide Daily Administrator |
posted 03-27-2000 06:34 PM
Government lawyers have concluded that an 11th-hour offer by Microsoft to settle its antitrust case was inadequate, and they are preparing for the trial judge to deliver his verdict tomorrow unless there is progress in settlement talks between then and now, sources close to the lawsuit say. (source: CNNfn) http://cnnfn.com/2000/03/27/technology/wires/microsoft_wg/ |
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InvestorGuide Weekly Administrator |
posted 03-27-2000 11:58 AM
Shares of Microsoft rose sharply last week on reports that a settlement might be coming, but government lawyers considering Microsoft's antitrust settlement offer on Saturday deemed the proposal inadequate. (source: MarketWatch) http://cbs.marketwatch.com/archive/20000325/news/current/msft.htx Microsoft's investments in other companies say a lot about what the software giant thinks the computing landscape will look like in the future. (source: PC World) |
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InvestorGuide Daily Administrator |
posted 03-24-2000 07:23 PM
Microsoft made an offer to settle its historic antitrust case with the government, according to sources familiar with the negotiations. Government officials are currently reviewing the details of the offer. (source: CNNfn) http://www.cnnfn.com/2000/03/24/technology/microsoft [Note: This message has been edited by InvestorGuide Daily] |
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InvestorGuide Daily Administrator |
posted 03-23-2000 06:26 PM
There are reports that the pace of talks between Microsoft and the government has picked up and a settlement of the landmark antitrust case may now be possible. The settlement push reportedly focuses on developing restrictions on Microsoft's conduct, rather than restructuring or breaking up the software juggernaut. (source: CNNfn) http://www.cnnfn.com/2000/03/23/technology/microsoft_talks/ |
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InvestorGuide Daily Administrator |
posted 03-22-2000 06:46 PM
In brief: Microsoft and Texas Instruments are teaming up to develop enhanced software capabilities for wireless handheld devices such as personal digital assistants. |
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InvestorGuide Daily Administrator |
posted 03-22-2000 09:40 AM
March 21: A Microsoft internal version of its upcoming consumer operating system, code-named Whistler, reportedly was posted online early today. The purported OS contains a future version of a Microsoft Network (MSN) client and tighter integration between the OS and the browser. It also seems to capture more of the look and feel of the Internet. The early leak could be a source of problems for the software giant. (source: Cnet) |
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InvestorGuide Daily Administrator |
posted 03-16-2000 06:13 PM
Promising to shave weeks of paperwork and thousands of dollars off the cost of buying a home, Microsoft announced a new company aimed at moving real estate to the dot-com model that has streamlined book, airline, stock and car purchasing. (source: Seattle Times) http://www.seattletimes.com/news/business/html98/homea_20000316.html |
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InvestorGuide Weekly Administrator |
posted 03-13-2000 12:47 PM
Microsoft announced that it is moving into yet another area of the technology this week, as it unveiled plans for its eagerly awaited video gaming console, the X-Box, and it expects to turn the $20 billion industry on its head. http://www.microsoft.com/presspass/features/2000/03-10xbox.asp http://www.upside.com/texis/mvm/news/wire?id=38c998562 |
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happyguy |
posted 03-09-2000 04:46 PM
Microsoft is about 20% off its 52 week high. Are they low enough to be a buy again? Granted this article is a little bit old, but the major arguments aren't any different. http://news.cnet.com/news/0-1003-200-1561613.html |
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heister |
posted 03-07-2000 06:08 PM
terrific, the most interesting part of your post to me was this quote - "The feeling was there was a near-term opportunity to have this settled, some language being given that they wouldn't have any change in culture or structure" no change in the culture or structure? In that case what would they be changing? or would the settlement be a big fine and having to sit in the corner for a while? I'd always thought that those are the things that you need to change about a monopoly (this is of course assuming you view Microsoft as a monopoly) |
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terrific |
posted 03-07-2000 05:48 PM
Microsoft could have a chance to soon settle the antitrust case brought against it by the U.S. Justice Department, a Wall Street analyst said on Tuesday after a briefing by the company's new chief financial officer. "The feeling was there was a near-term opportunity to have this settled, some language being given that they wouldn't have any change in culture or structure," said Walter Winnitzki, a well-known software analyst with Chase Hambrecht & Quist. "My sense was that there was something being thrown about (in the talks)," Winnitzki told Reuters after Microsoft Chief Financial Officer John Connors met analysts at the company's New York office. The Redmond, Wash.-based software giant has been in closed-door talks with the Justice Department to reach a settlement in the government's case that says Microsoft abused a monopoly on PC operating systems to harm consumers and crush rivals. Winnitzki's comments followed similar remarks made on Tuesday morning by respected Goldman Sachs analyst Rich Sherlund saying that Microsoft management appeared to be focused on settling the suit. Microsoft shares rose 2-1/4 to end the day at 92-7/8, after rising as high as 97-1/2 immediately following Sherlund's research note. Sherlund, who had a private meeting with Connors on Monday evening, said the financial helmsman was tight-lipped on Tuesday after Microsoft lawyers warned him not to reveal details of the talks, which are taking place behind closed doors. "His legal beat him up over my comments that it might be weeks, not months," referring to remarks he had made to his clients earlier on Tuesday about the timing of a possible settlement. Other analysts emerged from the meeting with the sense that progress had been made in the settlement talks. "They were positive on a settlement, that there was some give and take on both sides," said one analyst who declined to be identified. |
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MaxPower |
posted 03-07-2000 04:39 PM
I responded to this same post in the Cisco board, if anyone wants to check out my pearls of wisdom. |
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