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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: damniseedemons who wrote (18159)3/24/1998 11:36:00 PM
From: damniseedemons   of 24154
 
Btw, in case you guys didn't know:

[Much of] Microsoft's OEM revenues are delayed by a quarter. That is, Microsoft's current (March) quarter is recognizing Windows OEM revenues that PC OEMs booked in their Christmas (December) quarter.

So Microsoft is still riding on the coattails of a strong Christmas (or strong overall 4th/December quarter) quarter. The PC unit-demand worries have of course come this quarter...so if they're true, it will show up [somewhat] in Microsoft's next quarterly report (in July).
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