How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 491.12

+1.7%

Dec 8 3:59 PM EST

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To: Al Bearse who started this subject	12/13/2001 9:37:04 AM
From: Exacctnt	of 74651

From Goldman Sachs: Oracle, Siebel, Microsoft: Still Believe Software Business a Little Better 12/13/01 8:32am ET Oracle Corp. (MO) will report earnings after the close today, and there should be little surprise given the effective preannouncement on November 12. We expect license revenues to decline by 24%. Management recently commented that business appeared to be stabilizing. Separately, we believe that the current quarter for Siebel Systems (RL) is likely coming in as expected, with gradual improvement in closings of enterprise software contracts. The quarter for Microsoft Corp. (RL) also is likely shaping up as expected, with some benefit from stronger consumer demand and a very successful roll-out of the Xbox and related games.

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