I don't think they really need Windows XP distribution. They already have deals with the four largest PC manufacturers, and that will give them the means of getting onto the desktop anyway, without having to do a deal with Microsoft.
More Quotes from Arthur Newman:
The company should be compared to other media companies and large-cap growth companies, which usually come from the tech sector.Arthur Newman
This is a logical, rational reaction to a complex structure, ... It's a good move because there's been an overhang on the stock because of the open cable issue and contract expirations.
Arthur Newman
This makes it easier for management to respond more nimbly. It also makes it less likely for any spin-offs and will help them create a new structure when their cable contracts start to expire beginning in 2002,
Arthur Newman
I think it's totally insignificant to AOL. At this point, Microsoft has more to gain from this discussion than AOL does.
Arthur Newman
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