http://www.infobeat.com/stories/cgi/story.cgi?id=2556619927-079

03:47 PM ET 10/16/98

Microsoft trial revives prospect of forced breakup

         
        (Stands for INTERNET-MICROSOFT on Bizschedule)
            By Martin Wolk
            SEATTLE (Reuters) - The beginning of the government's
landmark antitrust trial against Microsoft Corp. Monday raises
the prospect that if the government wins it could seek the
ultimate remedy of breaking up the software giant
            While that is still little more than a remote possibility,
the trial has revived discussion of what would happen if the
government won and sought the ultimate remedy of a court-ordered
breakup.
            ``I think that the chances of a court ultimately imposing a
structural breakup are less than one in five, but the
consequences would be so severe the company has to take it very
seriously,'' said William Kovacic, an antitrust specialist at
George Washington University Law School.
            The U.S. Justice Department and 20 states have brought the
suit against Microsoft, accusing it of using its monopoly in
operating software for personal computers to to muscle aside its
competition in other areas.
            Clearly Microsoft executives, including founder and Chairman
Bill Gates, expect to win the case, and the company's defenders
dismiss the idea of an AT&T Corp.-style breakup as wishful
thinking by leaders of rival companies such as Oracle Corp. and
Netscape Communications Corp.
            ``Any court is going to have a hard time breaking up the
second-largest company in the country (by market capitalization)
and one of the truly phenomenal success stories of the past 20
years,'' said Rick Rule, an adviser to Microsoft and former
chief of the Justice Department's antitrust division. ``I just
don't think it's in the cards.''
            Advocates of a breakup were heartened, however, by one of
the government's final pretrial filings, in which regulators
said that if they prevailed at trial they would seek a further
hearing to determine ``additional permanent relief as is
necessary to restore competitive conditions.''
            Any order to break up Microsoft would depend on the
government not just winning at trial but winning big, said
Kovacic, because a judge would not act unless persuaded that
Microsoft was clearly predatory and that the need for a breakup
outweighed any possible harm to market efficiencies.
            Current Justice Department antitrust chief Joel Klein would
have to be certain of political support if he were to go
''nuclear'' and seek a breakup, said Kovacic.
            ``That's why you're seeing both sides fighting this case in
venues far outside the courtroom,'' he said.
            Many economists believe the idea of a breakup founders on
the question of just how to divide Microsoft, which has few
physical assets, unlike previous antitrust targets that have
been split, such as Standard Oil and AT&T.
            ``I can't see any logical breakup lines,'' said Kenneth
Arrow, a Stanford University economist and Nobel laureate.
            The traditional argument of Microsoft opponents has been
that the company should be split in two, with one unit for
operating systems and the other for applications and content.
Microsoft internally is organized around these two broad
businesses, each of which accounted for roughly half the
company's $14.5 billion in revenue in its latest fiscal year.
            But the operating system company would retain its iron grip
over the industry by providing the essential software for more
than 90 percent of the world's new personal computers, and the
applications company would start life with a similar share of
the lucrative market for basic business software.
            An emerging theory holds that the government should break
Microsoft into two or more ``Baby Bills,'' each of which would
get the right to market -- and presumably modify -- Microsoft's
core Windows operating systems.
            But that raises a host of new questions, including how to
divide the ``human capital'' of 27,000 software engineers,
programmers, researchers and other employees.
            Federal antitrust regulators considered but rejected the
idea of seeking a breakup of Microsoft in the early 1990s,
settling instead for a narrowly fashioned 1995 consent decree
that was denounced widely as ineffective.
            ``It's hard to conceive of what the solution is,'' said
Kovacic. ``And this is the DOJ's dilemma. I'm not sure they know
what to do.''
         ^REUTERS@
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