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To: Thomas M. who wrote (57815)	1/13/2001 6:58:08 PM
From: LLCF	Respond to of 436258

<Paul Allen & Bill Gates sold a combined $10 billion of MSFT stock last year.> Probably doesn't count all the stock Allan has "collars" on either! DAK

To: Thomas M. who wrote (57815)	1/13/2001 7:04:21 PM
From: sam_o	Respond to of 436258

You might have forgotten... At that time the Courts were NOT being friendly... and there was talk of (four) Microsoft spinoffs etc... And there still might be...who knows... But this administration may advocate the dismissal of these lawsuits and radical Judges... who knows... we're fresh outa "Joe Kennedy's" at the moment... cause he had connections with strings attached. That's how progress is still made isn't it?

To: Thomas M. who wrote (57815)	1/13/2001 7:17:26 PM
From: MythMan	Read Replies (1) \| Respond to of 436258

I heard Gates is buying the Falcons -g-

To: Thomas M. who wrote (57815)	1/14/2001 1:02:10 AM
From: flyboy	Respond to of 436258

The transition from MSFT has been continuous...Some of the reports from our web page: Bill Gates, founder and chairman of Microsoft, and several other US private investors are on Tuesday due to announce a $315m investment in ICO, a London-based satellite phone company rescued from bankruptcy last year. The money will be used to fund a satellite launch programme designed to offer high-speed, or "broadband", internet access anywhere on the planet. It hopes to begin offering limited services from 2003 with a full broadband data service due in late 2004..... This is further evedence that the smart money is piling into even very speculative internet broadband access. All these software companies will not be able to do their switch to internet delivery systems without the widespead use of broadband. 7/11/00 AT&T reportedly has looked at spinning off the long-distance unit, in order to sell it in whole, or in part, to another company… But the Financial Times reported that the company is thought to favor a long-distance tracking stock that it would distribute to existing shareholders, a move that would not require it to cede control of the unit to another party…This is because the company sees that the future is cable broadband…IMO the spin off of AWE was also because the growth in wireless is going to be limited going forward…As I had pointed out before the cost for 3G is going to be prohibitive and the debut of Vizzazi the European wireless portal was a disappointment…MER and Henry Blodget are pounding the table on AMZN comparing it to AOL but the bond situation leaves current shareholders far too diluted and the risk reward is limited…GSCO is doing likewise with the wireless sector but there we feel that as previously stated there is not much room for movement to the upside and that is just a trading play and not a current strong investment area…We still think the value is forms of broadband…get there first…Today T is ringing in with their opinion as well… 6/30/00 Bill Gates and John Malone set their sites on broadband in Japan...http://news.ft.com/ft/gx.cgi/ftc?pagename=View&c=Article&cid=FT3A9B2GY9C&live=tr ue&tagid=ZZZLZDL1B0C&subheading=media%20&%20entertainment From the article: "The consolidation has already begun. Last week, it emerged that Pacific Century CyberWorks, the Hong Kong-based internet company headed by Richard Li, had agreed to invest ¥1.5bn ($14.14m) in Tomen Mediacom, a Japanese cable operator, in order to roll out its Network of the World interactive TV service." 6/27/00 MSFT has finally announced its long term strategy of selling software on the net...Smells like ORCL to me...In order to use this strategy to individual customers widespread Broadband access will be necessary...I mentioned before that I thought it more than coincidence that the CHLO ipo was put off and MSFT increased its stake in the parent...I still think that MSFT will be on a buying binge on Broadband access companies...More later 6/23/00 As I said this is just some of my personal reporting from my web page that has followed the BIG money that will IMO shape the future.