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

To: Uncle Frank who wrote (27252)	7/24/1999 10:26:00 AM
From: Henry Niman	Read Replies (2) \| Respond to of 74651

Last night on Nightly Business report, Bob Brinker, Editor, “Bob Brinker's MartkeTimer” call MSFT "THE Tech stock of the nineties". He also commented on STII, NN, UTEK. Details linked to the Nightly Business Report table at techcognizance.com

To: Uncle Frank who wrote (27252)	7/24/1999 10:52:00 AM
From: Sonki	Respond to of 74651

MICROSOFT CFO Greg Maffei said late Thursday the company's research and development expenses would rise to about $3.8 billion in fiscal 2000 from $3.1 billion in the year just ended. He also told financial analysts at an annual meeting with them that sales and marketing expenses would rise about $1 billion this year, or 31 percent over last year's $3.23 billion. (Reuters 07:59 PM ET 07/22/99) * MICROSOFT CORP executives tried to rein in bullish expectations at their annual meeting with financial analysts on Thursday but appeared to make little headway after another year of strong growth for the software giant. An instant poll of some 300 analysts, reporters and others taken at the end of the daylong meeting found that 40%, a plurality, expected revenue growth of 25% or more in the coming year, compared with company guidance of less than 20%. That was down only slightly from 44% in a poll taken at the beginning of the day, during which executives warned of uncertainties in the year ahead, including an expected slowdown in personal computer sales growth. (Reuters 03:06 AM ET 07/23/99)

To: Uncle Frank who wrote (27252)	7/24/1999 11:21:00 AM
From: Henry Niman	Read Replies (2) \| Respond to of 74651

Speaking of MSFT recs, they have been recommended fairly regularly on the major financial networks. Here's a list (from searching techcognizance.com ): Bob Brinker, MartkeTimer July 23 netcognizance.com Dave Brady, Stein Rowe Funds July 19 netcognizance.com Jack Cunningham, Soloman Brothers Investment Fund July 19 netcognizance.com Frank Curzio, FXC Investments July 16 netcognizance.com Ken Corba of the Pimco Growth Fund July 15 netcognizance.com C. Beth Cotner, Putnam Investors Fund July 14 netcognizance.com Robert Streed, Northern Select Equity Fund July 10 netcognizance.com Ellen Berland Gibbs, Barron's interview July 10 netcognizance.com Jack Albin, Colonial Asset Management July 9 netcognizance.com Graham Tanaka, Tanaka Capital Management July 9 netcognizance.com Frederick Reynolds, Reynolds Blue Chip Growth Fund July 2 biocognizance.com Lehman Value List July 1 biocognizance.com Jeffery Applegate, Lehman Brothers July 1 biocognizance.com Jon Duskin, Lehman Brothers July 1 biocognizance.com Rod Berry of Robertson Stephens June 30 biocognizance.com Ed Keon, Prudential Securities June 28 biocognizance.com Alan Bond, Albiond Capital Management June 22 biocognizance.com Mark Minervini June 21 biocognizance.com Joe Battipaglia, Gruntal June 18 biocognizance.com David Brady, Stein Roe Large Company Focus Fund June 17 biocognizance.com Jack Shaughnessy June 16 biocognizance.com Francis Gannon, Sunamerica Asset Management June 11 biocognizance.com Paul Cook Munder Capital Management June 10 biocognizance.com David Elias of Elias Asset Management June 10 biocognizance.com Louis Holland, Holland Capital Management June 7 biocognizance.com Bob Smith, T. Rowe Price May 28 biocognizance.com Ed Miska May 24 biocognizance.com Robert Streed, Northern Trust May 19 biocognizance.com Barron's Preview - Big Money Poll May 3 biocognizance.com