We're forecasting revenue contributions of $600 million from about 7 million upgrade (Windows 98) units where a consumer goes to (a store) and buys it.

Revenue was up one percent, and earnings were flat. The only group really growing is the consumer segment, and they have the lowest margins.

Yahoo is operating on revenues of about $25 million. I have them on a hold rating right now because I'm scared at the valuation of their stock. But people want to invest in the Web and the branded franchise name, and Yahoo is the franchise leader.

This is a material shortfall. It's a sign of some structural problems at Netscape.

He's the one that kind of rallies the troops together, gets people motivated, lays out sort of the theme on how to focus in on large, medium and small business units. And so he really is the person that charges the whole organization.

The Internet business for Microsoft is a loss business. Microsoft has been a financial failure in the Internet services business.