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: Stephen who wrote (20948)	4/20/1999 6:02:00 PM
From: Teflon	Read Replies (1) of 74651

Stephen, The most important item here was the revenue number, and MSFT came in slightly ahead of estimates at $4.3B. This to me suggests they had a strong Q and that next Q will be awesome. My understanding is that they realized the investment income for purely "cosmetic" reasons as even though they could have cut back MSFT's Q3 EPS estimate as they did the revenue number (due to the Office revenue move), Maffei and Gates decided not to since it could have possibly given the wrong perception. Even though if they had cut EPS estimate in their guidance for this Q it would have been completely justified. Consider it an image move on MSFT's part. Remember, there were no new product releases and Asia didn't start its rebound until late in Q3. Q4 (ending June) looks to be extremely strong based on what I am reading and hearing. Teflon

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