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Waking at dawn and blast-faxing reporters from his PC, crisscrossing the state for media debates, Unz has made do with two paid staff members, getting his message across with radio rather than costly TV. Unz's opponents have spent $3.2 million to date, including $800,000 from teachers' unions and $1.5 million from A. Jerrold Perenchio, CEO of Univision, the nation's largest Spanish-language network, which has aired editorials four times a day to stymie...
...proposed remedies are raising eyebrows even higher. Klein, effectively, wants Microsoft either to ship Windows without Explorer or to bundle Navigator as well; allow PC makers to modify their desktops at will and remove Explorer if they so desire; and let online services that have Windows deals promote the Netscape browser anyway. Microsoft responds that stripping Explorer from Windows 98 would mean rewriting significant parts of an operating system that contains 18.2 million lines of code, thus greatly hampering its release--a dubious definition of consumer protection...
...legal debate this fall will center in part on similar questions: whether the DOJ's remedies would actually prevent consumer harm, as opposed to merely promoting one company's fortunes at another's expense. Asked whether the PC vendor Packard Bell would want to buy Windows at a discount if it didn't include Explorer, a spokeswoman was skeptical. "Would customers want to pay less for a computer without an integrated browser," she mused, "or do they prefer to have an integrated, simple way to surf the Internet?" Microsoft dependents always speak carefully in public, but her implication is clear...
Perhaps if Netscape had agreed to license its code, the company would be in better shape today. But probably not. Microsoft ended up doing the deal with an outfit called Spyglass, whose code became the core of Internet Explorer. Spyglass has since left the PC browser business and is selling software for hand held devices and TV set-top boxes. It posted a $9.7 million loss last year. It was doomed...
...9/16 at Friday's close. I'd buy if it dropped to about $77. As for Microsoft's sworn enemies, Sun Microsystems (workstations) and Oracle (software) are already good long-term buys and, if things go badly for Microsoft, will do marginally better. But browser company Netscape and PC networker Novell are roadkill. It rarely pays to bet on a tech turnaround. Better to just pay your respects and move...