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To: arthur pritchard who wrote (15831)	4/22/2000 11:41:00 AM
From: Mannie	Read Replies (1) \| Respond to of 35685

If MSFT could write a check for $1.5 billion and get on with business close to usual (as if they would write the check), that would be one of the best things that could happen to the market. A known solution. Msft may be one of the best values in the market. They are beaten up, and will be more so on Monday. In their earnings report, they basically said the same things they have said for years, people just chose to listen with a more critical ear this time. The new Windows will be adding billions to their bottom line. MSFT, I've owned the stock for years & never used one of their products.

To: arthur pritchard who wrote (15831)	4/22/2000 6:14:00 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 35685

Arthur Treacher, agreed smart money is shifting to CSCO, SUNW, NOK question is where the majority of money is moving that aint so smart, aint well informed, aint more than reactive for each $1k of smart money, there is $10 of herd money IMO, the sequence of MSFT decisions are much like two big men in a bar pushing and shoving each other a big balloon nearby took a small puncture, then a bigger one the big men were wearing sharp objects that touched the balloon they just happened to be the first outside agents (or inside) to offer any significant pressure or force a solid argument could be made that MSFT is already priced down, factoring in the inevitable damage awards but I doubt the market will react with indifference to $1.5 billion in damage awards I would expect to hear invective outcry that govt has gone to far interfering with big business, shutting off opportunity, putting at risk the entrepreneurial spirit, jeopardizing legitimate profit, damaging the business climate I hope I am wrong here / jim