How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 424.80

-1.3%

11:40 AM EST

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To: Bill Fischofer who wrote (59719)	7/12/2001 8:19:45 AM
From: alydar	Read Replies (2) of 74651

msft beating lowered estimates by $100 on 6.3 billion in revenue is good but is being way overblown. it is almost meaningless. the primary reason "the street" is taking it so well is that they are desperate for good news; so are most investors. this is a relief rally. xp is just another os and is not revolutionary like 95 but just an upgrade. the roi on xp is no better than 98, me, win2000. so don't carried away boys. sunw and orcl still have a better roadmap for the internet and this will catch up with msft, ibm and other legacy type technologies. change takes time and i am young :). if your looking to trade then msft is o.k. but if you want to invest look elsewhere. i happen to agree with dave about other income or expenses. last year everyone was gleefull when msft made investment income look like it was part of operating income. now, when they have to take their losses, as ALL investors have to do, to exclude it from the bottom line is not consistent. i happen to think that their subscription model is extremely flawed and will alienate customers. that being said, msft is a safe bet now but will ultimately lose its status as technology leader. enjoy the ride while it lasts. rocky

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