Dueling Fools

Dueling Fools

Microsoft 2000
Microsoft Price (11/16/99): $87 5/16

November 17, 1999

Pearly Gates or Gates of Steal? The antitrust ruling against Microsoft (Nasdaq: MSFT) has the software giant under the heat lamp. Where there is controversy, there is Dueling Fools.

This week Matt Richey (TMF Verve) and Richard McCaffery (TMF Gibson) are Dueling Fools. Matt is optimistic. Richard? Well? Let's just say he is bearish.

Once you've done these Windows head for the check-out aisle to look back at our Best Buy (NYSE: BBY) Duel Flashback to see who rang up who.

You Get to Vote!

Once you've read the arguments and the rebuttals, it's your time to cast your vote. We'll tabulate results each week and revisit them from time to time to see whether you were right! As always, we invite you to join us in the Dueling Fools Message board to continue the duel.

[Any suggestions, comments, praise, or flames, please send them along to the Dueling Fools Team.]

The Bull...
The highest compliment that can be paid to the Redmond software giant is its most obvious characteristic -- at $500 billion, Microsoft is the most valuable commercial enterprise on the planet. That's bigger than the market value of Ford, General Motors, DaimlerChrysler, AT&T, and Disney -- combined.
The Bear...
OK, Microsoft is a great company, but there's a bear argument to be made about valuing it as though it's 1993. The business world has changed since Bill Gates described an Internet browser as an insignificant piece of software, and it's hard to see how Microsoft will defend its amazing margins.

Results for the Apple Computer Duel

Answer Percentage
I can't make up my mind


TMF Max's Bull argument


TMF RFK's Bear argument


They were both excellent


They were both lame