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To: hueyone who wrote (24231)	5/5/2000 4:07:00 PM
From: saukriver	Respond to of 54805

Huey, I agree wholeheartedly that the PC OS market is alive and well for MSFT. My concerns are simply where does the company go from there given the brain drain, aimless leadership, missed markets and the potential loss of focus/money that defending the--turborcharged--private litigation might entail. I know what Dr. Jacobs' mission is every morning he wakes. I know where John Chambers wants to take CSCO given the risks that Gilder has described that Chambers no doubt reads. I know what Tom Siebel wants to do this year and next. Ditto McNealy, Mike Ruettgers at EMC, etc. I have a good sense of where Henry Yuen's vision is. I can't answer the question where Gates/Ballmer/Allchin (is he still there?) etc. want to take Microsoft beyond simply collection revenue from the desktop PC OS revenue. They want to to vaguely figure out a way to make dough from the Internet and try to reclaim markets (handhelds, yes on RTOS, distributed computing, etc.) they have just let slip through their fingers. Bottom line: What is the DOJ so worried about? Microsoft is already contained and, I believe, has lost focus where it wants to go today. saukriver