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To: KeepItSimple who wrote (92440)	1/28/2000 11:37:00 AM
From: craig crawford	Respond to of 164684

MSFT dropped because the new CFO thought he would be coy and give us the old don't raise estimates and expectations going forward. That used to work in the past when the market gave MSFT the benefit of the doubt and was awfully exuberant towards MSFT. In the past year the sentiment has changed and investors aren't giving MSFT the benefit of the doubt anytmore. The CFO should have sensed this and rallied the troops when it was needed most. Stockholders needed a morale boost to counteract the concerted attacks levied by the DOJ and MSFT detractors to knock the share price down in an effort to force a settlement. It was not time to be cute and play the talk expectations down game. Somebody isn't being too honest. INTC, IBM, SUNW, and other companies are saying PC-related demand looks good going forward. MSFT was pretty cautious going forward. Anyway the new MSFT CFO is already in bad graces with alot of MSFT holders.