Marc Andreessen highlights in this post regarding Microsoft investment in Facebook that in the software industry, it is possible to say something at the beginning of the month and to act at the end of the month in contradiction with the previous statement:

October 2: Steve Ballmer, the Microsoft chief executive, believes that the craze for individual social networks such as Facebook risks being exposed as a "fad"…

October 24: Microsoft Corp. agreed to invest $240 million for a 1.6% stake in Facebook Inc. that values the social-networking site at $15 billion