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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: RTev who wrote (21579)	4/25/1999 10:10:00 PM
From: Shea Jones	Read Replies (3) \| Respond to of 74651

"The problem is that what could have been seen as a bold move last month when the reorganization was announced, now looks like a defensive move -- a way to keep a good employee who has forced their hands." Actually, I think it looks more like a good company CEO doing what he has to do to keep talent. I don't think installing Maffei earlier would have been a "bold move" at all. We really have no idea to what extent Maffei lobbied for a position during the reorg. He may not have been clear with his wishes. We know that the Internet division was in fact kept open at the top, and perhaps that was on purpose. We know that there are a lot of new things happening in the next few weeks with MSFT's ecommerce strategy and possibly with their Internet broadband strategy, that could open up new opportunities. My guess is that once Gates was forced into vetoing the move by Maffei to Roadrunner, that Gates disclosed what he had in mind to Maffei and brought him more on baord with regard to making Maffei happy and hearing him out. I don't see this as a negative at all. Anyway, I don't think we have enough information to leap to any conclusions other than it appears that Gates has things well in hand. As usual.