Wish I could tell you all about it, but the announcement is set for later this morning when I’ll be on a plane to a meeting back in the Bay Area. So watch the NYT, the feeds, and here’s a story with some details (but no analysis) on PC World or the Seattle PI. I spent a fair amount of time talking about this with execs up there and there’s more than just a cash back angle to this story. More this weekend….when I have time to write. Suffice to say, Bill Gates is going to be on stage, a swan song of sorts. This is a big deal for the company, the start of something.