Thanks, taxman...btw, is that you on the Yahoo Boards under the handle "tcpxman"? I could have sworn that was you :)
IMHO, I think the earnings projections for W2K are light for FY 2000 and 2001. For one thing, many analysts still don't believe W2K will be released on time, and secondly, many analysts are uncertain as to how W2K will be adopted by the corporate customer. My response to these issues is that (i) W2K will be released on time, and (ii) W2K will surpass even the highest expectations out on the Street.
As I responded to you the other day, however, my hesitation re. MSFT these days does not revolve around their earnings potential, its this damn litigation environment. I think earnings will be awesome, IMHO.
Just my opinions as usual, Teflon
p.s., it's nice to see you over on the GG Thread, taxman :) |