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To: Daniel Schuh who wrote (23567)	11/16/1999 12:12:00 AM
From: Gerald R. Lampton	Read Replies (2) \| Respond to of 24154

Dan, in reading the Time interview of Chairman Bill, the thing I notice is that he's making these various statements in response to a series of questions about various settlement options. The statements about not being able to talk about where settlement might lead are made in response to the last two questions, which just happen to be about a breakup. It's almost as if this was the point at which he caught on to what the interviewer was doing and called him on it. Then we have Neukom's statement that this is not a structural remedies case, which would seem to undermine the thesis that Microsoft is considering a breakup. But I guess we should just ignore what Neukom says. ;) I'm not going to get all worked up over this interview. To me, it sounds like more of the same: talking the innovation talk while walking the preserving the corporate structure walk. I'll believe that Microsoft is going to agree to a corporate breakup when the signature is on the divestiture agreement. In the mean time, it's just too hard to figure out what Microsoft's various simultaneous contradictory statments mean.