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 481.47

+0.1%

2:47 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dwight E. Karlsen who wrote (56426)	3/2/2001 10:28:54 AM
From: sandeep	of 74651

Actually, orcl made 11c in the nov quarter and now are saying that they will make 10c in the feb quarter. This means that they will make ~9% less and ~10% improvement from quarter year ago. msft made 47c in the dec quarter and are expected to make 43c in the march quarter which is flat from comparable quarter year ago. So, they have ALREADY said that they will make 8-9% less sequentially. I think that the downside risk is very low for this estimate. They had their problem in terms of not meeting numbers for the first time in 10 years already and guided down the next quarter (90 days ago the estimate was 47c for march quarter). Max risk is 1c and actually is probably only in revenue numbers. IMHO of course, BWDIK ?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next