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To: Reginald Middleton who wrote (14861)	12/12/1997 12:48:00 PM
From: John F. Dowd	Respond to of 24154

Dear Lord Reginald: Thank you for the thoughtful albeit somewhat imperious response. It is comforting that my meager analysis puts me in the same field with you and the world's influential buyers. But some of us do eat and the certificates are not tasty so the sell side is of some importance. There comes a day as we get older where we have to cash in some of our chips and pay the bills as that is why we invested in the first place. Selling at the right time is a much tougher job IMO than buying at the right time. I own a Mac and this I suppose identifies me as too much of a pragmatist and less than hyper-geek but for the record let me say uneqivocally that I don't share your confidence in MSFT's OS although I own nearly 8000 shares of Gates brew and that is why MSFT's successful migration to the Server (LAN) and the www(WAN) is so important in my view. Windows never was as good as the Mac OS but Gate's feel for how to capture the market was impeccable. He built the ballpark so he could sell the franks and beer and I am just a little concerned that unless he moves to the bigger ballpark LAN/WAN the past growth is history and not prelude. Indeed the day to day changes are not always indicative but then again I think of the Dutch boy with his finger in the dike. Sea changes are not always preceded by a bugler's call. I am therefore mollified in my concern by your testimony that the Enterprise effort is going to make up for any shortfall on the retail side and that the Japanese decline will be offset by NT4.0 burgeoning sales and that the sicko's in DC will not enter into the design of MSFT products or did you really address any of those issues. It would appear that you speak but you don't necessarily respond. In any event I certainly enjoy your unflagging support of a stock I own but I would occasionally like to hear some more reasoned analyses of what is going on in the real world vis-a-vis MSFT and the market. To me it's too hyperbolic on both sides. As ever your humble serf. John of Kittery Point