Investors should view both the DOJ's and Microsoft's remedy proposals as the two end points in the spectrum of possible outcomes. However, given Judge Jackson's negative stance toward Microsoft throughout the entire legal proceeding, we suspect that the remedy judgment will more closely align with the government's proposal than Microsoft's version.
More Quotes from Melissa Eisenstat:
Although the news is certainly not a positive, we do not believe it is a 'death blow' either.Melissa Eisenstat
The slowdown in consumer PC sales could not have come at a worse time for Microsoft. The December quarter is seasonally the heaviest period of consumer buying because of Christmas.
Melissa Eisenstat
Because of the uncertainties and the risks to our earnings model should any behavioral remedies be implemented, we continue to advise investors to stay on the sidelines until further clarity can be gained.
Melissa Eisenstat
With the Department of Justice process out of the limelight now, investor attention has been squarely focused on Microsoft's business fundamentals over the past several months. During that time there has been a significant degree of doubt about Microsoft's long-term prospects and, more pointedly, about the success of Windows 2000 and the Internet. We think this quarter's results go at least part of the way to alleviating these concerns.
Melissa Eisenstat
What we do see as key are Microsoft's improving business fundamentals, specifically ... Windows 2000 and the Internet.
Melissa Eisenstat
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