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To: Harvey Allen who wrote (23823)	1/25/2000 1:37:00 PM
From: Harvey Allen	Read Replies (1) \| Respond to of 24154

Microsoft BOB METCALFE: "From the Ether" InfoWorld.com January 25, 2000 Since 1991 I've been saying Microsoft is guilty of illegal anti-competitive practices. In 1999, Federal Judge Jackson agreed, finally. So Microsoft will be enjoined from anti-competitive behaviors, such as exclusive distribution agreements. It will be restructured into two or three companies. And it will be punished with big fines -- Bill Gates thumbed Microsoft's nose at Anne Bingamen's antitrust consent decree, and it's not nice to fool with Mother Nature. On December 14, 1999, I predicted Gates would be replaced as Microsoft CEO during 2000. Microsoft needs a levelheaded CEO, and I suggested Steve Ballmer (ha). Many of you scoffed. Gotcha! on January 13. OK, had I named a date, it would have been later. I hadn't realized Gates would act in anticipation of a breakup -- Microsoft to be headed by Ballmer and the spinout by Gates himself. Meanwhile, Microsoft goes through the motions of fighting the breakup, saying, "Please don't throw me into that briar patch." I guess they now secretly prefer a breakup to any serious behavior modification and big fines. They see big breakup benefits for shareholders. They see that AOL-Time Warner is wrong to be merging right now. Microsoft has outsmarted AOL by understanding first that smaller is better. infoworld.com