bull market reasoning (corrected)

[Rakesh Bhandari]

Doug responded:
>Rakesh Bhandari wrote:
>>Perhaps the US govt is being so cautious about breaking up Microsoft
>Cautious? With Judge Jackson comparing them yesterday to the
>Rockefeller Standard Oil monopoly? With the Justice Department and
>several states having brought the suit in the first place? I don't
>know that I'd call that cautious.

 we'll have to see how things work out. If the US doesn't allow Microsoft
to bundle internet browsers, personal finance applications and god knows
what else, some other company may emerge from across either sea and do so.
Consumers may find such a packaged product superior due to convenience.
Seeing this, the US govt may not want to jeopardize its national champion.
I am just repeating an offhanded comment I heard from someone in the
business of corporate (not personal) financial software

 Moreover, the government may figure out that it will not be able to  use
anti trust to actually offset the effects of the market based 'bandwagons'
in mass markets for desktop software that have hitherto have underpinned
Microsoft's market power. Noted in Mowery's piece on software in Mowery and
Nelson.

yrs, rakesh