einhorn owned nine million shares of microsoft as of late march. let's talk about performance under ballmer. ballmer has been c.e.o. for more than a decade. this is the past 10 years of m- s-f-t shares. they're down 30% from the late spring of 2000. today again with a slight rally. the luxury business is treating tiffany well. its first quarter earnings came in a dime per share above estimates. sales were up by double digits and margins were higher. a wicked combination, and tiffany saw green. up 8.6%. it led the consumer discretionary sector today, which was the strongest stock group. the rally takes tiffany to a new 52-week high, which is also a new all-time high for shareholders. it wasn't the only higher-end retailer to sparkle. signet jewelers, owner of jared and kay jewelers, was up 5%. earnings came in better than expected. this is a new 52-week high for coach, up 5%. and polo ralph lauren recovered some of what it lost yesterday, up 3%. two other retailers-- shoe store genesco raised its outlook-- shares hit a new 52-week high. electronics