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Strategies & Market Trends : WHAT STOCKS WILL BENEFIT THE MOST FROM A MSFT BREAKUP?

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To: Conky Lives! who wrote (21)11/9/1999 10:31:00 PM
From: Conky Lives!  Read Replies (1) of 25
 
Updated list of msft breakup candidates and beneficiaries:

1. consumer os software (95/98(or 98 derivatives)/ie(ie circa 1999) etc) = rhat, apple

2. business os software (NT(or NT derivatives)/ie (ie circa 1999) etc) = rhat, apple

3. business software (ms office, visio etc) = corel, ibm

4. mac software (mac office etc) = apple, motorola

5. platform independent software (java, streaming audio/video) = sun, aol

6. development tools (VB/VC/java etc) = sun

7. hardware = intel, motorola

8. internet browser (ie circa 2000 onwards)

9. internet (hotmail, msn) = yahoo, aol

10. a holding company for msft investments in other internet companies

11. database (sql server) = oracle, informix, sybase

Note: the list is a work in progress. Comments are always welcomed.
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