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To: MGV who wrote (12031)	6/12/2002 5:28:45 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Msft had an amazing last qtr in license revenue growth. Unfortunately I don't know much about the msft product mix, .net etc. but last quarter was also flat for PC sales and yet msft was delivering double digit rev growth in the enterprise software area... how'd they do it, especially considering linux is gaining steam... dunno what a wild mkt today, wish I was around to watch it, I still can't determine what was the upside catalyst, when I left home this am the naz was down 20. L

To: MGV who wrote (12031)	6/12/2002 5:56:34 PM
From: techanalyst1	Read Replies (1) \| Respond to of 57684

Well.... they already said that they are dependent on pc's. Even if it were true... are they going to stick their neck out with a few weeks in the quarter? If no one else is seeing an uptick, what are the chances that msft is especially since they have whacked the price of the xbox, unless they got a pop in pcs that are sitting on store shelves (in which case they have to guide lower for next quarter), what kind of valuation does a company with little growth deserve? Guess I'll have to do my post when merq is at it's low again and this time I short msft and buy merq and I know I'll end up ahead. TA

To: MGV who wrote (12031)	6/27/2002 12:51:48 AM
From: BOB JOHNSON	Respond to of 57684

MGV, World Com. et al going down-is this where people of of principal go somewhere else or do we rally and demand accountability from the deadheads that are sucking us non players (read that as not top management of major companies but stock buyers or traders) dry. YOU HAVE THE ABILITY TO LEAD. I am sick of putting out my dollars and watching companies just blow up because of dishonest acts and accounting fraud and would like to participate on a somewhat level playing field. MGV -- I would welcome any comments you have. Bob