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Here's an excerpt:

On the eve of one of Microsoft (Nasdaq: MSFT)'s most significant product
introductions, a dozen venture capitalists sat around a room scratching their
heads. The question before them: "Is Microsoft dead?"

It wasn't a joke. The VCs, who had gathered Tuesday at a private function
to discuss investing trends, had been arguing about the one stock that
investors should hold for the next five years. Everyone agreed on Cisco
Systems (Nasdaq: CSCO). They haggled over (Nasdaq:
AMZN) and eBay (Nasdaq: EBAY). But the company that wrought so
much havoc in the marketplace that the government took it to court wasn't
mentioned. Not once.
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