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Technology Stocks : Microsoft

MSFT 519.42

-1.2%

11:29 AM EDT

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To: DownSouth who wrote (7)	11/15/1998 8:03:00 PM
From: johnd	Read Replies (1) of 42

MSFT has reasonable upside possibilities. Right now, at 110 it is trading at 55 trailing PE. This is on the low end of 1998 PE range of 48 - 72. If we get back to 72 PE, the stock should hit 144 before Jan. But I don't expect that to happen because there is the daily noise of the DOJ trail. But 110 may be too low and 120 - 130 may be a reasonable target for year end closing. Then it would be nice to see the stock hit 130 - 140 by January end. Events to watch are: 11/15 : Bill Gate's Comdex speach 11/16 : SQL 7 product announcment 11/20 : Novemebr options expiration Anytime now : Outcome of Sun Java trial and Bristol Trial Starting Jan: MSFT side witnesses start showing up in DOJ trial Jan 16th : Jan99 options expiry Jan 20th? : Q2 EPS release. I expect 4.4Billion revenues, 64c EPS 19 Billion in cash, 3.4Billion in deferred revenue Feb : Windows2000 beta3 release March99 : Office2000 product release April99 : Q3 EPS. I expect 4.7B in revenues, 70c EPS July 99 : FY98 EPS of 2.67(50% growth y2y), 18Billion revenue. 24 Billion in cash. Aug99 : Windows2000 product release Sept99 : Exchange platinum release FY99 : 4.00 EPS, July2000 : Stock hits 220 Jan 2001 : Stock hits 240 Let me stop for the moment johnd

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