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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Ed Schultz who wrote (35804)	12/23/1999 10:21:00 AM
From: Bill Holtzman	Respond to of 74651

Ed, Don't sweat anyone taking shots at Maffei. That's what celebrity is all about! As Tony points out, Maffei will likely prove his judgement when his fiber company takes off like JDSU and all the others are. Every fiber company is a screaming buy right now! In five years the earth will be covered in optical fibers carry wave division multiplexing signals everywhere. Bill

To: Ed Schultz who wrote (35804)	12/23/1999 10:32:00 AM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 74651

>>Maffei and can assure you that he is anything but a bean counter. He has built a world class organization at Microsoft and orchestrated many difficult acquisitions. He has great rapport with analysts and ALWAYS has the shareholders interests at heart. He has been instrumental in making Microsoft as great as it is today.<< He is not doing the shareholders any good now by deserting. Good bye Mr Maffei and farewell!! Frank

To: Ed Schultz who wrote (35804)	12/23/1999 12:01:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

Ed Schultz: I agree. As I indicated in this thread, in my opinion, Moeffi is the type who wants to be going places in career, responsibility and in life. After Snr. VP, there isn't a whole lot of possibilities. He might have stayed if Microsoft had spun-off MSN and made him CEO and issued tracking stock. Despite street viewing Moeffi as very conservative in his guidances I always felt he was way less conservative than Gates, Balmer and the former CFO Mike Brown. Especially 99 Jan earnings report conf. call in my opinion was bit too bullish that almost got the company to miss estimates in April Q. But he handled it well. Moeffi has done wonders. During his tenure as CFO, he, I think was a major force in growing the cash + investment portfolio from around 8 Billion to current 40 Billion+. Moeffi's comments during the conference calls were enjoyable. Moeffi knew and talked about the company's products more than any CFO's could or would. Greg Moeffi, best wishes to you. By the way, how well is Connors regarded inside? What is his style.