WHAT STOCKS WILL BENEFIT THE MOST FROM A MSFT BREAKUP? Message Board

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

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To: Jaime Leiderman who wrote (17)	11/10/1999 9:17:00 AM
From: Harvey Allen	of 25

Jamie- Here are a few billion more $'s for IBM. IBM's OS/2 investment is reported to be several billion dollars. At least a billion of that was trying to reverse engineer WIN32 so 32 bit Win Apps would run on OS/2. They finally gave up not because they couldn't do it but Microsoft kept changing the interface to break IBM's version. Now it looks like the final settlement will require Microsoft to publish the API and any changes to that API. Given that situation OS/2 will easily be able to run the full Win32 library (Microsoft Office, Explorer, Netscape Communicator, etc.). Other than giving value to what is now a write-off this has two additional pluses: 1) OS/2 is a better OS than Win98 or Win2K. It will draw new users. Maybe lots. 2) IBM can ship PC's with it's own operating system thus giving it a price edge over the other box makers paying royalties to Microsoft. Harvey

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