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To: Bob Trocchi who wrote (1058)	6/9/1999 12:32:00 PM
From: Marconi	Respond to of 1305

[OT] Hello Mr. Trocchi: Methinks your regrets about foregone paper profits in CMGI will come full circle and be erased when CMGI rationalizes. God only knows the future, it is His, and He reigns over it. Us mortals will have to patiently wait until reason and fundamentals realign the markets. Microsoft is one of the longest running bubbles to my experience. I still would not short it, but almost did early on when they had a market cap of $160M and sales on the order of 10-15M. MS is unusual though. But there are too many comers and they are spread thin trying to orchestrate the world. Playing god has always been shoes far too big to fill. Time for MS to get back to their knitting and form healthy business alliances with the best comers out there. Possibly time for a new team at the top to effect that important change for the better interest of the firm long run. Best regards, m