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To: Daniel Schuh who wrote (15103)	12/19/1997 10:04:00 AM
From: Gerald R. Lampton	Read Replies (1) \| Respond to of 24154

Bear Sterns says trim your holdings in Microsoft, according to CNBC this morning. They say they still "like" Microsoft long term, but are advising people to cut back. Most brokerages never knew a stock they didn't "like" long term. Is the Wall Street consensus starting to crack?

To: Daniel Schuh who wrote (15103)	12/19/1997 10:32:00 AM
From: Daniel Schuh	Respond to of 24154

Microsoft puts its best brain forward news.com Time out for a story that seems a bit dated, though only a week or two old. Judging from the latest glossy mags, Microsoft, a company with a lot more to be concerned about than leaky roofs, is looking to bolster its wayward image. Recent editorial visitors to Redmond have noted the company's insistence on trotting out Nathan Myhrvold, CTO and resident superbrain who heads up the Softies' R&D efforts. The New Yorker and Fortune, for example, have leaked ink all over the mild-mannered technowhiz and his portfolio of advanced degrees and culinary delights in the past few months. Believe you me, folks, those pieces don't happen unless the PR brain trust gives its stamp of approval. While under the heat lamp of federal scrutiny, could it be that Microsoft is shifting the media spotlight toward its future-friendly, innovative side optimized by Myhrvold, as opposed to its bare-knuckled, (anti)competitive side optimized by Steve "Bulldog" Ballmer? It's premature to call this an executive power struggle, but I wouldn't be surprised if you see a lot more of Myhrvold and a lot less of Ballmer until the DOJ joust blows over. Oops. It seems that between the "Nixon era dirty tricks" line and the supersonic dinosaur tails, old Nathan sorta failed the tryout, and now we're back to the courteous, ethical Steverino. I find them both entertaining, but Ballmer's actually more fun, he says he has sense of humor, I got internal confirmation on that long ago, and you can sort of see it come through the imperial pronouncements if you don't take them too seriously. Something that I'm not likely to be guilty of any time soon.:-). Cheers, Dan.