Saved by ... Microsoft ( MSFT)? Could be. With the Nasdaq down 8% coming into today's session, it still may be enough to keep the rally alive. I say "still might be enough" because it was widely telegraphed. Still, the $3 special dividend is a newsmaker and it calls people's attention to the idea that someone's making money in this market. Three pieces of news today: July is OK from CDW ( CDWC), the Corning ( GLW) report with Verizon ( VZ) and SBC ( SBC) ordering fiber and the Microsoft gift have the attention, at last, on something other than terror and politics. Lotta pins come down from that roll! All three are tangible. All three are new.