Silicon Investor (SI) -- The First Internet Community

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.

Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (25090)	6/29/1999 2:28:00 PM
From: johnd	Read Replies (2) \| Respond to of 74651

Last half hour could be interesting, like yesterday

To: t2 who wrote (25090)	6/29/1999 2:55:00 PM
From: johnd	Respond to of 74651

If MSFT did as well last quarter, the unusual revenue deferral effect form last Q should add 800million topline. So top line of 5.2Billion looks quite possible. Platforms product revenue grew 26% to $2.05 billion in the third quarter. Windows-based units licensed through the OEM channel, particularly Windows NT Workstation, increased strongly over the prior year. Organizational licensing of Windows NT Workstation and Windows 98 also contributed to the growth. Windows NT Server revenue was healthy, although the growth rate slowed from growth percentages in prior quarters. Windows CE and Microsoft WebTV Network[tm] service continued to show strong revenue growth, albeit small in amount. Applications and Tools product revenue increased 4% to $1.94 billion in the March quarter. Underlying shipments of desktop applications were strong, led by Microsoft Office integrated suites, including the Standard, Professional, and Small Business Editions. However, desktop applications earned revenue actually decreased from a year ago, due to the impact of the Office 2000 Technology Guarantee noted above. Server applications revenue, principally Microsoft Exchange Server and Microsoft SQL Server[tm], increased strongly over the comparable quarter of the prior year. SQL Server revenue in the March quarter was very healthy, and also included earned revenue of $45 million related to fulfillment of free upgrades to SQL Server 7.0, which was treated as unearned the prior quarter. The Visual Studio® 6.0 development system, an integrated set of software development tools, drove moderate tools revenue growth. Interactive Media and Other revenue was $341 million, up 22% from the comparable quarter of fiscal 1998. Online advertising revenue rose substantially, while revenue from hardware, consumer software, and Microsoft Press was relatively flat.

To: t2 who wrote (25090)	6/29/1999 3:08:00 PM
From: Teflon	Read Replies (1) \| Respond to of 74651

t2k, johnd, and the rest of the Gang. The NASDAQ is only 20 points away from a new high. This is extremely important as the last time the NASDAQ was setting a new high, MSFT was 20% off its high. To me, the Market is much healthier today than it was over the past three months. I continue to be very bullish, and MSFT should break out above 90 by the end of the week. My personal opinion is that unless something disasterous happens tomorrow with the FED, MSFT will break through the 89 mark on its next attempt. It will not try and fail another time before making its run to a new high. I am loving this market. Teflon