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To: Bill Harmond who wrote (138443)	2/3/2002 1:47:21 PM
From: Mark Fowler	Respond to of 164684

I heard of the rumors early last week of his accusers were plotting to smite the meek one again -- thanks!

To: Bill Harmond who wrote (138443)	2/3/2002 3:14:50 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

During 2000 and 2001, we amended several of our agreements with certain of our strategic partners that reduced future cash proceeds to be received by us, shortened the term of our commercial agreements, or both. We may, in the future, enter into further amendments of our commercial agreements. Although these amendments did not impact the amount of unearned revenue previously recorded by us, the timing of revenue recognition of these recorded unearned amounts has been changed to correspond with the terms of the amended agreements. biz.yahoo.com

To: Bill Harmond who wrote (138443)	2/3/2002 10:55:45 PM
From: GST	Read Replies (2) \| Respond to of 164684

In his speech, Gates contrasted the Internet stock-fueled "mania" on Wall Street that hit a dead-end two years ago to the current economic environment, and argued that the high-tech economy, in particular, still had further excesses to burn off. "There are still some companies out there based on the old thinking," Gates said. He was referring to business models that dominated in the late 1990s that assumed a nearly unlimited supply of capital and no immediate pressure to make profits. "The sobriety will stay, the somberness will stay. It's very healthy ... I like this period where people are forced to play by rules driven by economic sense," Gates said.