How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 473.43

-1.1%

1:32 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dave who wrote (53748)	12/3/2000 6:25:25 PM
From: David Howe	Read Replies (1) of 74651

<< Here's one: "...the Desktop division will be the slowest growing division for us in the next several years." >> That's not bearish if you realize how rapidly they expect the remainder of their business to grow. Read the text of Connors' discussion a bit further and you will find the following: << When you think about our businesses you should really look back to the way we segment the businesses beginning with our financial reporting for fiscal year ’01. We have four large businesses today and the three primary ones being Desktop Software, the Enterprise Software and Services, and Consumer Software and Services, each in their own right has to grow billions of dollars over the next five years. Each of them in their own right have to continue to deliver cash flow, and several of them, most notably the Consumer Software and Services group has to improve its profitability profile. We have very aggressive targets for the next five years in terms of how we can grow that consumer business. We have very aggressive targets in terms of how we think we can grow and win share in the Enterprise Software and Services business and we have realistic but good ambitions in the Desktop Software segment that we can continue to grow that at market rates or slightly higher through subscription, and most notably continue to generate very nice profits and very, very healthy cash flow to fund our R&D efforts and continue our rapid pace of investments in non-Microsoft assets. >> Does anyone want to take a guess at what he means by growth of desktop software "at market rates or slightly higher through subscriptions"? Market rates? Dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next