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

To: William Hunt who wrote (26806)	7/19/1999 10:24:00 PM
From: blankmind	Read Replies (2) \| Respond to of 74651

Bill - wait a minute - doesn't CSCO have pricing pressures? - doesn't DELL have a commodity? - doesn't AMZN push low margin books? - isn't AOL's service becoming free? - So please - don't compare MSFT to these others - we shouldn't have a p/e anywhere near any of them - should be much higher - b/c MSFT is about the only guarantee out there - in fact, I saw some positive comments from Goldman Sachs, and GS's mutual funds have MSFT as #1 or #2 in several funds - means something.

To: William Hunt who wrote (26806)	7/20/1999 12:28:00 AM
From: Zanga56	Respond to of 74651

One point that I think we should look at is the very small amount that went into the unearned revenue account ($44 million) They usually put in about $400 million. Last Qtr they put in over $600 million. If they had put around $400 million into the unearned revenue account the earnings this month would be around $.33. Can someone comment on this?