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

To: dav who wrote (26704)	7/19/1999 4:54:00 PM
From: Diver	Read Replies (1) \| Respond to of 74651

This may be a nit but....... This time around they use the words "will slow down in FY2000" rather than the usual "we expect a slowdown..." or "current growth rates will be difficult to maintain".... BTW (Long MSFT for years) Diver

To: dav who wrote (26704)	7/19/1999 4:55:00 PM
From: J. P.	Read Replies (2) \| Respond to of 74651

This doesn't look like a blowout. We're trading at an EPS of 72, I think we needed a nickel or better for more runup. I look for a selloff on this news.

To: dav who wrote (26704)	7/19/1999 5:17:00 PM
From: Sir Francis Drake	Read Replies (4) \| Respond to of 74651

Folks, MSFT is doing absolutely great! What I find especially gratifying, as a shareholder, is that MSFT's international business is growing by leaps and bounds. This is the key to MSFT's longer term health. MSFT already has as dominant a position in the PC market in the US. Hard to expand here - or more precisely, hard to gain further market share, if anything, I'd expect a lessening of marketshare even in O/S as the Mac stages a comeback, Linux makes inroads (yes, yes, it will happen), etc. But internationally, it is almost virgin territory, which is ultimately a bigger market than the US. However - this is a very tricky situation... precisely because MSFT is not dominant on the international scene (i.e. it has significant competition with political hurdles and nationalistic issues), MSFT is not a given winner there. It must gather the same kind of momentum it has had in the US, otherwise they will be just another player there. And that will not be easy - certainly not as easy as it was in the US a few years ago. So, MSFT's growth internationally has been of great interest to me. And it looks good. So, even if MSFT sells off short term - I am very optimistic about the longer term prospects (certainly over the next 2-3 years). Morgan