thin and aj, this is how I'm treating this position. Accumulate and hold barring some exogenous catastrophe. Build your share base and let Strickland and team build the subscriber base while Microsoft figures out a creative way to market Excel's NEW AND INCREASED capability for all you CFO's and Institutional TRADERS. It's my guess that Strickland and company will by pass all the "nice hairs" and get to the geeks and technical folks with this new toy and then KABOOM!
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