[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]
Re: Who Will Report?
Naah... They're not going to cave... Bill will push up the Windows 98 ship date and either negotiate or pay the $1Million/day
until then. Since IE is integrated into the Windows 98 desktop, it'll be moot at that point since Windows 95 will no longer
be shipped.
Scott K. McGrath
mcgrats@ix.netcom.com
John Robert BEHRMAN wrote:
> Who on this list will actually attend the United States v.
> Microsoft hearing in Washington and report, more or less
> real-time, to this list on developments in the courtroom.
>
> I am betting Microsoft will cave. But, the general media
> reporting will likely be wierd. If Microsoft does cave, it
> will be "spun" into a triumph. The government will allow MS
> to continue integrating features into DOS/Windows, an issue
> only in the mind of Microsoft.
>
> But, a new consent decree giving OEMs broad power to install
> software as they will and providing for uniform pricing for
> IE4 across MS and non-MS (mostlly Unix) platforms will be
> pretty much what the USG seeks in this proceeding.
>
> My guess is that the Dec135 call (MSQLG) will immediately go
> up from 4 last but within a month the Dec135 put (MSQXG)
> will be up from 7 last. That is double your money in a month
> if MSQKE subsequently declines to 3 and MSQKG goes up to 8.
>
> ------------------------------------------------------------------------
>
> John Robert BEHRMAN <jbehrman@netropolis.net>
> Chief Analyst
> TETRA ENGINEERING, Inc.
>
> John Robert BEHRMAN
> Chief Analyst <jbehrman@netropolis.net>
> TETRA ENGINEERING, Inc.
> 1436 West Gray, Nbr 298 Work: 713 610 1162
> HOUSTON Fax: 713 610 1161
> Texas Home: 713 524 4154
> 77019 Netscape Conference Address
> USA Netscape Conference DLS Server
> Additional Information:
> Last Name BEHRMAN
> First Name John Robert
> Version 2.1