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SJ Mercury/Reuters: Microsoft break-up plan sparks shareholder debateApr 28, 2000, 05:41 (2 Talkback[s])
(Other stories by Scott Hillis)
[ Thanks to George Mitchell for this link. ]
"Office is enormous and Windows in enormous and their respective market shares are enormous. The Street would pay you some pretty good multiples for that kind of market share," McAdams said...."
"Splintering off applications from the operating system would allow both units to tap new markets neither dared to explore before, such as writing software for the upstart Linux platform."
"Long-term, I think it would open them up to growth they currently cannot experience," said Rob Enderle, an analyst with Giga Information Group, a technology research firm."
"The platform unit and the applications unit are sort of capped by each other. The applications can't move to other platforms for fear of cannibalizing Windows and neither one of them view the emerging markets as being of potential."
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