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Technology Stocks : How high will Microsoft fly?
MSFT 430.29-0.7%Jan 30 9:30 AM EST

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To: Bill Fischofer who wrote (59719)7/12/2001 9:46:18 PM
From: Hawkmoon  Read Replies (4) of 74651
 
Interesting take Bill.....

But another possibility as to why MSFT was able to beat revenues is likely due to aggressive PUT writing as a means of supporting their own stock, as opposed to increased sales in XP, since it isn't officially released until October, 2001. MSFT apparently faces an $8.4 Billion dollar liability if its shares remain below $74/share.

usatoday.com

billparish.com

And I hardly believe, with the current slump in computer sales, that we're seeing increased sales of actual revenue from sales of software. That would simply defy simple logic.

Either that, or we're missing something in assessing actual units sold with regard to computer sales.

Hawk
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