To: sandeep who wrote (49475 ) 10/6/2000 12:22:23 PM From: Rusty Johnson Read Replies (3) | Respond to of 74651 Five Percent Growth Microsoft Is Studying GE To Find Secrets of Success By REBECCA BUCKMAN Staff Reporter of THE WALL STREET JOURNAL Steve Ballmer, meet Jack Welch. Mr. Ballmer, the hard-charging chief executive of software maker Microsoft, has been taking some lessons lately from Mr. Welch, the old-style management icon and leader of hulking conglomerate General Electric. ... It is all happening as Microsoft, in perhaps its biggest business-model shift ever, is trying to reignite revenue growth with Internet-based products and services. But change, painfully, takes time -- and we aren't talking Internet time. Analysts are expecting Microsoft's quarterly revenue to increase a very Old Economy-like 5% or so when it reports its latest financial results later this month. Influential analyst Rick Sherlund, of Goldman Sachs, said in an interview this week he expects earnings to be "in line with low expectations." Some analysts say the stock still may not have reached its bottom , since Microsoft must post improved performance in coming quarters to gain credibility, and the near-term outlook remains sluggish. With its shares still under pressure from its antitrust troubles with the government -- Microsoft is appealing an unfavorable court ruling and recently won a procedural victory in the case -- some analysts say only an uptick in sales of major products like its Windows 2000 operating system and related server software can boost the stock. Ballmer "attended Stanford University Graduate School of Business." You'd think MSFT could afford a Stanford GRADUATE instead of a Stanford DROPOUT. On the other hand ... his DAD was a manager. He "has read Mr. Welch's book on management". And he did room down the hall from B."Rex" Gates. And he does JOG EVERY DAY. (Yeah ... right.) And he loves basketball. He probably even earned his Wolf badge. Down over 50%. What a manager! Woo Hoo! Personally I think he's a magician. Think about it. He appears out of a cake and makes half of Microsoft's market cap VANISH! Still an expensive stock for 5% growth. Buy a certificate of deposit. Just the facts ...