Alea: I'm not entirely convinced...
as you may have guessed, that the tide has turned. Steven's recent dinner with a small group of message board folk strikes me as either incredibly poor judgment or evidence of desperation. With regard to the Intel deal, Steven was obviously not dealing from a position of strength. He had to get a deal done. Since there is no disclosure of the specifics yet, I am obliged to wonder what concessions he had to make in order to get it. Likewise, IBM. Granted, it's far better to have the deals than not to have them, but those of us from Missouri like to see the fine print.
