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

To: Michael Kucera who wrote (28937)	8/31/1999 3:47:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

djia,t2k,micheal: Consider the following outlook MSFT currently has a trailing eps of 1.40 or so. By the October Q1 eps release it will have .37 +.35 + .4 + .35 => 1.47 in EPS. For a moment say MSFT beat wall street estimates by 5c this Q. Then, it will be a trailing EPS of 1.52. Considering that MSFT trades at less than 60 PE several times in a year and pretty much at least once every quarter (has happened every quarter for the last 5 yrs), I think there is fair probability that MSFT will trade at 90 or below in Oct,Nov,Dec. I think the situation is a bit aggravated by Y2K funds outflow and potential coupon effects we might see on NT sales from win2000 coupons in Q4. (Similar to the office2000 coupons we saw in Q3,Q4)