How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 516.91

-0.2%

Nov 3 3:59 PM EST

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To: John F. Dowd who wrote (47534)	7/7/2000 9:40:08 AM
From: johnd	Read Replies (3) of 74651

JFD, On April 24th MSFT's Q3 results disappointed me by a wide margin and if you remember the stock dropped 10 - 15%. MSFT had said Jan and Feb were weak months and business started picking up only during the last 2 weeks of March. The is wether the business continued to pick up after that. MSFT could not confirm in May. But when I see the leading indicators such as reading on chip book to bills, and the more recent statements from CFO Connors and the the rest of MSFT gang (such as the VPs talking at the investor conferences) I see more conifdence in fundamentals. If they see business already picking up, I wonder what will happen when they release Windows ME on 9/14, Windows Datacenter in 2 months, WIndows2000 SR1 in a month or so, and then SQL2000 in 2 months and Exchange 2000 immediately after that. That is why the excitement.

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