Internal memo: Ballmer on Wall Street reaction
,----[ Quote ]
| As Microsoft's shares plummeted last week, CEO Steve Ballmer issued a memo
| to employees to provide "some context" for the increased spending forecast
| that caused the negative response on Wall Street. At one point, he called
| it "a lesson that the entire leadership team at Microsoft will learn from."
This is the first source the contain the memo in its entirety, I believe.