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Politics : Ask Michael Burke

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To: Les H who wrote (68212)9/25/1999 10:17:00 AM
From: Logain Ablar  Read Replies (2) of 132070
 
Les:

Look how long it took the analyst to figure out the drop in cokes growth rate. Its still not reflected in the stock price.

I actually like MSFT @ this point. WIN2000 will be a major product with significiant revenue growth (JMO, and its taken them forever to complete the product to the normal MSFT standard). Its revenue and earnings will beat this quarters managed expectations (although when they don't beat will be the time to bail or buy puts early but not now). Don't forget what happened with WIN3.1 and WIN95. Both major products for the company and industry. WIN2000 is the same. Corp's. are waiting for this product.

CSCO is the overvalued company of the big 3.

Tim
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