[Am-info] BabyGates is at it again

[Erick Andrews]

On Tue, 23 Apr 2002 16:57:31 -0400, John J. Urbaniak wrote:

>Well, his infant-ness said again today in testimony that if he had to
>comply with the nine state's provisions, he would be forced to take
>Windows off the market.
>
>I notice that more and more commentators are starting to question his
>sanity.
>
>Once more, I believe it all boils down to:
>
>1.  Gates is insane,
>
>2.  Ballmer is an idiot (maybe insane too).

It certainly seems that it takes one to know one.

>
>MSFT closed down about $2.00 today.  So it's given back much of the
>boost it got when Merril Lynch issued a "buy" recommendation after MS
>reported earnings which missed the estimates.  Perhaps Merril did that
>to prop up the price so they could unload their own MSFT stock?
>

Hah!  What I wonder here is about...these arbitrageurs and so-called
"financial analysts"...if they're so good about "hedging" all the time 
with their "bets", why haven't they discounted MS...or maybe they have?
I don't see it, though.
  
What does it take to "re-advise" their clients?  A breakup of MS?

What do you think?  Will Harvey Pitt change much?

I did work with a bunch of these guys 5 years ago, but they're out of
my persuasion, then and now.  I'm more an engineer.  I like long term 
investments, even though life is short.  Seems to me like today's market 
is a lot of waffle and gambling for only short term gains.  I also think
that MS is ***WAY*** over capitalized.  That, my friend, is a national
security risk, IMNSHO.

-- 
Erick Andrews