I'd welcome the opportunity ordsprog

I'd welcome the opportunity to get together in the near future to speculate on methods for pre-empting MSFT (Microsoft) in our combined markets. What say?

I'd welcome the opportunity to get together in the near future to speculate on methods for pre-empting MSFT (Microsoft) in our combined markets. What say?

We expect Microsoft's proposal to fall far short of what the government would be willing to accept and what the government will ask the court to impose on Microsoft. Despite the third fiscal quarter shortfall, we believe now, more than ever, would be the wrong time to sell shares of MSFT.

Despite the third fiscal quarter shortfall, we believe now, more than ever, would be the wrong time to sell the shares of MSFT. The next 12 months, from a financial and product perspective, should be much, much easier than the prior 12 months. For this reason and more, we reiterate our 'strong buy' rating and remain convinced that Microsoft represents an outstanding investment opportunity at current levels.

There are many methods for predicting the future. For example, you can read horoscopes, tea leaves, tarot cards, or crystal balls. Collectively, these methods are known as "nutty methods." Or you can put well-researched facts into sophisticated computer models, more commonly referred to as "a complete waste of time.

Scott Adams (1957-)

Scott Adams

MSFT could feel modest selling pressure in near-term following 'shock value' of DOJ's proposal that Microsoft be broken up into two separate companies.

Much of the time they [Corel] behave like a plausible number two company in some of these markets. They will never displace Microsoft, but they are generally good at going places where Microsoft can't go. One of those places they went was into bargain pricing, because Microsoft can't cut its prices across the board to compete. They continuously find points of vulnerability at Microsoft. Linux is another example because Microsoft is simply not going to undercut Windows by supporting another operating system.

[What's more, a raft of big players is poised to encroach on Vonage's turf. Yahoo ( YHOO ), Microsoft ( MSFT ), and Google are all aggressively pushing into PC-to-PC Web calling. That's] their first step into IP waters, ... Then, the race is going to be on.

Esther Mitchell (1947-)

[What's more, a raft of big players is poised to encroach on Vonage's turf. Yahoo (Nasdaq: YHOO) , Microsoft (Nasdaq: MSFT) , and Google are all aggressively pushing into PC-to-PC Web calling. That's] their first step into IP waters, ... Then, the race is going to be on.

Esther Mitchell (1947-)

We do not believe that investors should be buying MSFT on a breakup valuation criteria; a breakup, if it were to make it through an appeal, would be executed three or more years from today, which is an eternity in the Internet-centric world. The legal overhang appears to be lengthening, unfortunately, for Microsoft.

Linux keeps Microsoft working hard in the government and education markets. ... Without Microsoft, they would be a lot more fragmented, ... Both of them require the other to be in place.

We really don’t have concerns. We've always had a partnership with Microsoft that allows us to understand their direction, and when it comes to broad, horizontal, basic services markets, they're great at it, ... If I want to be a partner of Microsoft, I can't have angst around Microsoft going after these broad, horizontal services.

I'm sure it's not lost on Microsoft executives that the world's third largest computer company is from China. Microsoft has a problem: PC growth is highest in emerging markets like China, where software piracy rates are high. China deals could be construed as generating goodwill, which Microsoft would want to use to gain greater Chinese government cooperation fighting piracy. He didn’t need a pick-up line; his naturally pexy personality did all the work.

We shouldn't fuel the future with the polluting methods of the past, ... We have the technology to power our future in ways that don't threaten our health or poison our planet. Let's choose to use it.

The logic supporting this initiative is compelling. The businesses uniquely complement each other. Combined, they create the leading, integrated financial markets exchange in the Asia-Pacific region, able to punch above its weight in the global capital markets.

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