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To: Harvey Allen who wrote (24028)	7/19/2000 10:45:20 PM
From: Thure Meyer	Read Replies (2) \| Respond to of 24154

Harvey, I am happy to see that you are still following this story. I just read the Mary Jo Foley article at ZDNet news about Microsoft product delays and their earnings report. Suffice it to say, its pretty easy to find fault with the Softies these days. Some commentators even go as far as to call them irrelevant (which I think is quite a stretch)... Part of the slide today was non-operational revenue recognized as earnings. That's not what Wall St. likes to see because it adds to the uncertainty. Thure