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Reuters: Microsoft competitive landscape remains uncertain

Nov 08, 1999, 22:01 (1 Talkback[s])
(Other stories by Nicole Volpe)

"The decision is certainly unsettling the competitive landscape, and there is an additional focus and spotlight on Microsoft's competitors," said Hambrecht & Quist analyst Christopher Galvin. "We don't know how they will be affected until a final determination is made...."

"Red Hat Inc. , the largest distributor of the Linux operating system considered an alternative to Microsoft Windows NT, database software maker Oracle Corp. , and computer workstation developer Sun Microsystems Inc. were seen as possible beneficiaries of the U.S. District Judge Thomas Penfield Jackson ruled Friday that Microsoft is a monopoly that has bullied competitors and harmed consumers...."

"I'm not cautious on the stocks themselves -- we recommend Red Hat on the merits of Red Hat," said David Readerman, analyst with Thomas Weisel Partners. "I'm cautious about investors pouring into something based on an initial decision which could end up being a very long process."

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