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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: the_wheel who wrote (53218)4/18/2002 6:00:59 PM
From: t2  Read Replies (1) of 99280
 
There seems to be a shift in the way MSFT recognizes revenues. That is what seems to be happening as I see it. Lots of deferals of revenue...longer term recognition.

The market seems to be overeacting it seems. There was growth all over the place. They have not gotten into guidance yet.

300 million unearned revenue increase in this quarter

dust will settle tomorrow.

jmho
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