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To: HammerHead who wrote (36863)	11/30/2000 4:17:50 PM
From: dennis michael patterson	Read Replies (1) \| Respond to of 42787

I think we're just gettin started

To: HammerHead who wrote (36863)	11/30/2000 4:21:16 PM
From: Paul Shread	Read Replies (1) \| Respond to of 42787

14:15 ET Microsoft (MSFT) 58 5/16 -6 3/4: Apparently there was some talk on trading floors that Lehman said MSFT would miss their quarter, but the Lehman note -- while cautious -- does not go that far. Lehman says that weakness in consumer PC market (15% of MSFT revenues) is a "wild card" for the Dec quarter, but that revenue estimates were conservative already and Windows 2000 and SQL 2000 are strong. 800 new lows; FWIW, hit something like 1160 in Oct. 98.