Ask Michael Burke Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ramsey Su who wrote (49429)	3/2/1999 10:13:00 AM
From: Knighty Tin	Read Replies (2) of 132070

Ramsey, the key for MSFT is unit growth. I think unit growth is falling this year and may be running at a negative rate by year end, but that is only a feeling with smidgeons of evidence right now. At 64 times eps, this co. needs 10% unit growth in pcs, IMHO. They would also like to make more progress in higher end products and on the net, but these are lesser concerns. I think MSFT may be getting ripe for puts, but it will be a tough egg to crack. MB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next