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Strategies & Market Trends : News Links and Chart Links

SPXL 222.94

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Dec 3 4:00 PM EST

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To: pallmer who wrote (4815)	1/16/2003 7:16:51 PM
From: Chris McConnel	Read Replies (1) of 29601

From the RealMoney Columnist Conversation ------------------------------------------- Microsoft Paul Kedrosky 1/16/03 05:58 PM EST Noteworthy that a) Microsoft is arguing that excluding "extraordinary" items it actually beat by $0.08 (those items, however, includes things like lawsuits that seem far from extraordinary in MSFT's case); b) the company is sensitive to the unearned line, perspiring heavily as it tires to come up with positive y-o-y comparisons; and c) they are not hiding that corp IT spending remains soft. Mary meets Microsoft Paul Kedrosky 1/16/03 06:32 PM EST Heeeeerre's Mary! Guess who shows up in the closing minutes of the MSFT call? Mary Meeker of Morgan Stanley. In that Meeker-only way, she asks possibly the most discursive, meandering, nonsensical question I have heard since .... well, the last time I heard her ask a question. Anyway, she hands-down wins the analyst-look-at-me-talk award with a 319-word thingie. Amazing.

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