How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 472.22

-1.3%

Nov 21 9:30 AM EST

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To: Hal Rubel who wrote (7887)	5/24/1998 12:36:00 PM
From: 16yearcycle	Read Replies (1) of 74651

Hal, Is that 30x earnings that msft will sell for include the deferred revenue account? As I'm sure you are aware, msft has deferred about .50 per share in e in the past year, giving them e of about 2.26 for this fiscal year, a year of no big rollouts. This next year we have 2 huge rollouts. Actual trailing e of around 3.00 this time next year, including the deferred account,(you do realize the street is adding the deferred account in, causing the pe to appear inflated, don't you?), is no big stretch. The following year, e of about 4.00 should be about right. 4x 30 is 120. Do you think msft will be at about 120 in 2 years? That would seem to make it a reasonable value now, so what do you think?

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