Macquarie's Schacter Says EU Is Trying to Hurt American Tech

The transcript discusses a $5 billion fine imposed on a tech company and its minimal impact on stock prices. It explores the potential for escalation and the role of global regulators. The EU's decision is analyzed as potentially politically motivated rather than based on competition issues. The discussion includes a comparison to Microsoft's past legal challenges, suggesting the current situation is less severe. The focus is on how Google might adapt and monetize its Android platform despite regulatory challenges.

What comparisons are made between the current situation and the Microsoft case in the 1990s?

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In what ways does the speaker believe Google will respond to the EU's regulations?

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