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To: Bill Harmond who wrote (80954)	10/17/1999 2:18:00 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 164684

I agree msfts influence is waning a little. I don't know if they will disappoint, however. The leadership just isn't what it was, maybe they just got too big.

To: Bill Harmond who wrote (80954)	10/18/1999 10:57:00 AM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

William: Amen. First Glenn, then HJ, now Eric.... this thread is a home for the faithless!

To: Bill Harmond who wrote (80954)	10/18/1999 11:23:00 AM
From: Eric Wells	Respond to of 164684

>>You have to learn to discriminate between a negative >>(or positive) data point and the overall investment thesis. William - thanks for your advice. I worked for Microsoft for 5.5 years - and I held a very large position in MSFT from 1991 up through July of this year. However, I sold all my holdings (in the 90s) just after Microsoft latest earnings report in July. Believe me, I know how to hold a stock through negative press reports - many of which Microsoft has seen over the 8 years I held the stock. The point of my post with regard to Windows 2000 is as follows: with every earnings release, Microsoft paints a doom and gloom scenario for the future - investors sometimes react in kind sending the stock lower (as happened in July), sometimes they don't, and the stock goes up. Windows 2000 has been delayed several times. It was delayed again last week - with a release date set for Feb., 2000. I believe many investors wanted to see Windows 2000 out this year. And so, I believe the doom and gloom scenario that Microsoft will paint with its earnings report tomorrow could be accentuated with the latest delay of Win 2000. I believe this to be especially true with the current state of the market. You, obviously, can choose whether or not to believe this. This was my point. My point was not to sell a stock any time anything negative about a company comes out in the press. Just wanted to clarify this with you. -Eric