How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 476.93

+0.6%

Nov 25 3:59 PM EST

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To: Yaacov who wrote (43687)	4/27/2000 7:30:00 PM
From: johnd	Read Replies (1) of 74651

Yaacov, It could be that INTC & AMD doing OK with flat unit volumes but higher ASPs selling high MHz and have capacity problem for lower MHz - this could hurt MSFT. Note that for Microsoft whether it is 1GHz or 500MHz, s/w prices are the same. Secondly, for a long time MSFT has been eating into its deferred revenue and that part was dwindling. So I think unless that part gets back to growth we may see lower rev. growth on top line as these things take time to catch up. Only upside I see to MSFT is around Sept to Dec. when the effect of W2K should be felt. But I don't feel confident about up move until Q4 results come out and they guide analysts to look for better days. Not like last Q. I almost puked after the Q3 conf. call.

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