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Technology Stocks : How high will Microsoft fly?
MSFT 444.15-2.3%Jan 21 3:59 PM EST

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To: Proud_Infidel who wrote (49274)9/14/2000 11:56:58 AM
From: johnd  Read Replies (1) of 74651
 
MSFT growth is accelerating and fundamentals are strong,
and we will see 95 - 100 quite soon. Here is my growth
expectation and the reasoning behind the growth expectation.

Q1FY00 Q1FY01 Growth Why?

Windows Platforms --- $2,257 $2,700 20% W2000,mix,ME
Applications -------- $2,448 $2,635 10% Corp,w2k/o2k
Consumer & commerce-- $ 685 $ 856 25% MSN,ad

Total $5,390 $6,191 15%

This will be a record (highest ever) revenue quarter and
prepared to be impressed with the quarters following with
acceleration well into 2001
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