How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 483.79

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3:09 PM EST

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To: Exacctnt who wrote (47685)	7/13/2000 1:49:06 PM
From: johnd	Read Replies (2) of 74651

Exactnt, I actually think MSFT will do around $6.1B (still only 6% revenue increase); to everyone's surprise it will be driven from the strong acceptance of Windows2000. Missing link: Microsoft reported 3 Million+ license sold through retail and OEM and did not include enterprise aggrements. I think the number sold through those enterprise aggrements are key as W2K is an enterprise OS. === Murphy's numbers were old estimates. He was saying that revenues would not meet the $6.1B estimates by $300M. Other analyst aside from Mary Meeker came out and said that the revised estimates were already at $5.8B, and that Murphy was using old numbers.

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