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To: HairBall who wrote (81113)	8/1/2001 5:32:01 PM
From: Casaubon	Read Replies (1) \| Respond to of 99985

The gov't is going to have print up some more money to cover those big rubber rebate checks they're sending out. The coffers aint as full as we were lead to believe. Since borrowing from the future (ie soc sec fund) won't be quite so politically correct, the only option remaining is borrowing/printing to cover the rebate. The good news is that the tax refund is a paltry amount of money, so, the added debt amounts to a spit in the ocean in the grand scheme of things. The bad news is that the "surplus" pulled a "vanishing act" the likes of which haven't been seen since Condits girlfriends disappearence.

To: HairBall who wrote (81113)	8/1/2001 8:14:40 PM
From: t2	Respond to of 99985

Do you have any information that suggest MSFT will get a favorable deal with the Debt Of Justice and if so when? Or, is this just pure speculation on your part? Any predictions on a deal would be speculation of course. I did make a note on the MSFT thread that there seems to be no more anti-MSFT commentary out of the State Attorney Generals or the DOJ. That was a bit odd (to me) and that hinted at a possibility of a settlement---i stress only a possibility. HOWEVER, if a deal was to be struck, it would be a positive. My reason is that the uncertainty would be lifted. In addition, MSFT is not about to make a deal that would be significantly worse than what they expect out of a court order. It would clear the way for a major media campaign to promote Windows XP with the attention on XP. It is just a matter of getting consumers and media to focus on the product and not on the lawsuit. And if there is little doubt that MSFT will rally into earnings seasons, would you mind providing the reason or reasons for your rational. First they low balled EPS for the quarter (and year) by using PC shipment expectations that are 5% lower than IDC's numbers creating the potential surprise in earnings. Second, it would only be a week or two prior to X-BOX and Windows XP launches. That will be one big event---well hyped. PC analysts are underestimating the potential of XP as they did with previous Windows launches.(imho) MSFT is being cautious on the potential but that is just part of their expectations game.