MSFT Internet Explorer vs. NSCP Navigator Message Board

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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: miraje who wrote (14740)	12/10/1997 11:52:00 PM
From: Mark Johnson	Read Replies (2) of 24154

they have piled away a huge chunk of deferred revenue to smooth over any rough spots That sounds like what MSFT likes to do. Every time I tuned in to CNBC today they would broadcast something about their exposure to Asia. My guess is that they did this twice an hour. When I looked at the PR news wire it said After Oracle Corp's (Nasdaq:ORCL - news) pounding on Tuesday, due to disappointing earnings, investors are expected to take a close look at Microsoft Corp (Nasdaq:MSFT - news), which said it was feeling the impact of a sharp slowdown in computer sales in Japan but that its earnings outlook was unchanged. biz.yahoo.com It seems to contradict itself but if it is true the news media would not comment on the positive side. If that above is true MSFT will do the about face and continue right back up for the short term. An interesting article about slow growth in 98 but a rebound in 99 seems to be reasonable. biz.yahoo.com Would like to hear arguements concerning Asia and why it will/not affect them. Thanx Mark

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