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To: H James Morris who wrote (79164)	9/30/1999 2:12:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 164684

Don't worry HJ, I've been at a half dozen meetings myself. You ask them for me, but say it's your idea, ok?<G> You really should know by now that I am well aware they would never consider it. So tell me, what big friggin ideas do they have to get the toll booth they will so desperately need to make the transition to an unlimited bandwidth world? Oh, I get it: let's make lots of cable investments. Brother. Ok. They have time to change and will stay immensely profitable prior to the time they may get hacked to death because they will have a helluva time selling software for 95% margins. They need a BOLD stroke and need it now. And you know it. I don't know if you have done 5 serious posts ever. Which is too bad because you must be a smart guy. It would be nice to have a serious answer to two questions: with OFFICE no longer a cash cow, and many of us accessing the net with handheld devices, what will happen to MSFT's stock? They have had their head handed to them by aol, and when they found a way to damage aol, they backed off!? They haven't found a way to effect amzn and ebay, and yhoo flows on at a 3x growth rate. By the way, Wireless Knowledge is late. Do you think they GET that they need to do it right and do it now? It is VERY obvious that CSCO will displace MSFT as the safest big cap tech to own, imo. I am not happy that MSFT is behaving as if they are clueless as they enter this transition. Just mo. Gene