I'm saying basically to hold the stock, don't panic -- it got ahead of itself -- and wait.
Right now, the stock is just being driven by government propaganda. I think come the fall election, getting a more reasonable judge involved in this case will get this thing resolved.
The bottom line is, the way things are laid out on the table right now, they just aren't going to work. The government doesn't really understand how technology works.
Prior to this latest event, we had been cautious in our outlook for the company due to a number of potential issues such as product transition risk and tougher year-ago comparisons.
The stock had a great run-up in anticipation of solid earnings, and I think their database revenue was a little shy of what people were looking for -- that's probably why people are selling in after-market (trading). Overall, it was a good quarter.
Microsoft has gone nowhere for the last three months. If you're a long-term investor, this is a really good time to get in.
This is a company that is clearly in rebuild mode. It's still somewhat of a 'show me' situation but it's a great start.
Basically, the key is going to be the appeal process. I don't really see how this is anything different. I don't think anybody's assuming that the company's going to get broken up.
We have said for some time that Windows 2000 will have a slow ramp because companies take time to test and deploy new operating systems. Windows 2000 is basically a second half of 2000 story.
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