PSFT - Fiscal 1998 - Discussion for the next year Message Board

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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year

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Oct 29 5:00 PM EST

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To: LakesideTrader who wrote (3450)	11/3/1998 10:29:00 AM
From: Melissa McAuliffe	Read Replies (4) of 4509

I listened to the interview. Particularly his likening the strategy to being the AOL of business. His comment about AOL having 15M subscribers vs. if every company paying their employee using PSFT HR had the PSBN on their desktop it would mean 20-30M people. I really don't think that the magnitude of this has even begun to be understood by the investment community. Shows this company truly is visionary. My impression is that he is being conservative regarding the next 8 to 12 months but I also felt he was very comfortable with his current estimates so minimally expect to see those numbers or slightly higher. Anyway, just MHO. Look forward to hearing what others think about this particularly ttf and Michelle.

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