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Technology Stocks : How high will Microsoft fly?
MSFT 492.01+1.3%Nov 28 9:30 AM EST

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To: t2 who wrote (15768)2/11/1999 6:55:00 PM
From: johnd  Read Replies (2) of 74651
 
Why there is chance for a blowout Q, like the one that
surpirsed me last Q:

(1) PC market in all geographics segments is on high cylinder
Look at projection on asia below.
computerworld.com

(2) Y2K spending is benefiting MSFT and continuing to this Q.
Mostly s/w upgrades that brings upgrade dollars to MSFT

(3) AMD - Intel price war and free PC is a big boon. US households
are doubling or tripling per household PC usage.

I now have 6 PCs. 3 laptops, 1 HP Pavilion, 1 Samsung,
1 Leading edge (old).

(4) Microsoft does extra well when being pushed to the wall
on other fronts like image (DOJ), SUN boasting about revenue
acceleration of revenues etc..

I don't want to miss another blowout Q. I am looking for min 73%
growth in EPS or 87c /share. That would put the company at 2.72
in trailing EPS and considering wall street gives 75 PE, I see 202+
by April.

johnd
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