How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 483.88

+1.6%

3:59 PM EST

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To: John F. Dowd who wrote (36154)	1/7/2000 2:58:00 PM
From: johnd	Read Replies (1) of 74651

Once again, I am expressing my opinion. We will see if I am right or wrong. I think the current eps estimate by wall street for just finished 2Q, and coming 3Q, 4Q are too low. MSFT will report at least 30% year over year eps growth for the 3 quarters. Even with the numbers below, I think I am too conservative considering 3Q and 4Q has serious upside from office2000 and windows2000 combo upgrades. I think on Jan. 19th, the day after MSFT reports blowout earnings and guides wall street to rise 3q and 4q eps, several analysts will rise their eps forecast from 1.65 to 1.85 to 1.90 for the year and the stock in my opinion will shoot up sharply. Here is what I think is the reality vs estimates gap: 12/98 3/99 6/99 9/99 37 35 40 38 12/99 3/00 6/00 9/00 Wallstreet: 43 41 43 42 JohnD est.: 50 52 55 55 FY2000: Wall street: 1.65 FY2000: JohnD : 1.95 (to 2.00)

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