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To: Tony Viola who wrote (134542)	5/10/2001 7:28:02 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Another article about Microsoft that has implications for Intel: Ballmer: Server Software Key for Microsoft Growth HONG KONG (Reuters) - Software king Microsoft Corp (NasdaqNM:MSFT - news) will rely on server software as its biggest revenue growth driver over the next few years, chief executive Steve Ballmer said on Thursday. Sales of server software now account for US$3 billion in sales -- or 12 percent of overall revenue. ``It could easily be 20 percent of our business within the next several years,'' Ballmer told a gathering of business and government leaders in Hong Kong, adding that the company was ''absolutely'' going after software rival Oracle Corp (NasdaqNM:ORCL - news) and server maker Sun Microsystems Inc (NasdaqNM:SUNW - news). ``Applications today for businesses are too hard to build ... the software is very expensive, and it's not very flexible,'' said Ballmer. Microsoft has in recent years increased its focus on high-end enterprise software. Ballmer, speaking at a gathering of top business and government leaders, also said he expects that segments of the technology industry will suffer for as long as the U.S. economy is weak. He also said broadband -- the much-hyped fatter telecoms pipes that are expected to make the Internet much faster and more interactive -- is taking longer to roll out than expected. ``The key for the next wave of advancing our business is to make sure that there is broadband Internet access to the home,'' said Ballmer. Microsoft has invested in telecoms and satellite firms to that end. ``Despite all the good work, real broadband, and a broadband experience, is for most people, at least at home, further out in the future than we all had anticipated,'' Ballmer said. That more realistic reconciliation of hope with reality is ''what part of this while bubble popping has been about,'' he said. ``People are coming to grips with the fact that, just because something's exciting doesn't mean its easy to advance, it's easy to make profit from, it's easy to raise the capital for.'' Still, Ballmer said Microsoft is confident it has made the right choice, through its .Net strategy, in betting on the Internet and XML (extensible markup language), the standard format for exchanging data over the Internet. ``It's a safe bet,'' Ballmer said. Microsoft shares ended on Wednesday down 2.3 percent to US$70.40.

To: Tony Viola who wrote (134542)	5/17/2001 10:02:39 AM
From: Amy J	Respond to of 186894

Hi Tony, RE: "Cisco yesterday was an example, and their's, I think, would have been bigger. " Cisco was very creative: their plan could save the company 1/3 per employee because Cisco offered a creative program where employees may join a volunteer program for a year in exchange for 1/2 salary (not full salary), which nets 1/3 savings (because time delta is different between the 2 cos) Another advantage for Cisco besides saving 1/3 salary, is Cisco may more easily bring employees back if the market picks up, rather than retrain and pay say $10k a pop to find new folks. Cisco's method saves the company money. Intel's program is generous & excellent for mid to entry-level, but for an advanced-level it's not useful simply because of taxes on non-quals that would make the net actually less than if no money was taken. Regards, Amy J