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

To: t2 who wrote (29445)	9/14/1999 7:52:00 PM
From: johnd	Respond to of 74651

Tech2000 & other optimists on this thread, what do you expect MSFT report for this Q? street expects between 33 - 37c with mean of 35c on revenues of some 5.2B. I expect 39c-40c on 5.4B. There will also be 5c-6c one time gain from MSN sidewalk. On a recurring basis, earnings would be up 30 - 35% with revenues increase n the 25% range. Would that be enough to maintain 60-66 PE? I don't know. If 40c, then .37 + .35 + .40 + .40 => 1.52 times 60 would be about 91.2. But I know the stock could trade at lower PEs say 55 as bottom, so 83.6 would be the bottom for Octo/Nov/Dec is what I expect. On the high side, it could be 100+.

To: t2 who wrote (29445)	9/14/1999 7:55:00 PM
From: johnd	Read Replies (3) \| Respond to of 74651

MSFT develops bases every Q. last quarter it was in the 75-77 range. This Q it was 83-85 range. I think next Q it will be in 89 - 93 range. Any thought?

To: t2 who wrote (29445)	9/14/1999 8:49:00 PM
From: Teflon	Read Replies (1) \| Respond to of 74651

Lotus to add support for Microsoft multimedia format SEATTLE, Sept. 14 (Reuters) - Users of Lotus Notes and Domino applications will be able to swap audio and video files created with Microsoft Corp. (Nasdaq:MSFT - news) technology under an expanded collaboration agreement to be announced Wednesday. Under the deal Lotus Development Corp. will integrate Microsoft's Windows Media Technology with Release 5 of its Lotus Notes and Domino product lines beginning early next year, executives of the two companies said. Terms of the agreement were not disclosed. Lotus, a unit of International Business Machines Corp.(NYSE:IBM - news), forged a similar deal with Microsoft rival RealNetworks Inc. (Nasdaq:RNWK - news) last year, so the new agreement will give customers a choice of multimedia formats. ''We recognize that both Real and Microsoft are providing excellent multimedia solutions,'' said Jeanette Horan, vice president of communications product development for Lotus. ''What we're trying to do here is give customers a choice.'' She said developers from Microsoft and Lotus were working together to integrate the latest version of Microsoft's client and server multimedia platform with the latest versions of the Lotus and Domino products released this year. The deals with Microsoft and RealNetworks give users of Lotus products the ability to easily include ''streaming'' multimedia files. Streaming media allows users to begin seeing or hearing files almost immediately, unlike older file formats that can require lengthy download times and tie up network bandwidth. Lotus Notes is one of the leading software packages for messaging and managing corporate information, with more than 40 million active users, although its market share has been slipping under a fierce onslaught from rivals including Microsoft's Exchange system. Anthony Bay, general manager of Microsoft's streaming media division, said the agreement with Lotus was an example of the software industry's ''competition'' model, in which companies compete in one sphere and cooperate in another. ''If it makes sense to provide interoperability we work to do that,'' he said. Teflon

To: t2 who wrote (29445)	9/14/1999 10:07:00 PM
From: codawg	Respond to of 74651

I don't see any real decline for MSFT in sympathy with ORCL. It seems to me that ORCL does not move tech markets very much with their earnings releases. If you ask me - and I'm no technical expert - MSFT is having a very difficult time breaking through 95. This has been an ongoing point of resistance for the stock since it set the high at 95 5/8 last April. The only times it has broken through are for a few days before last Q's earnings and last week when we closed at 96 for one night. For whatever reason there is resistance here which becomes a self-fulfilling prophesy because all of the momentum traders expect it (BTW, what happened to SFD. This used to be his schtick). Anyway, if we can bust through - say on a good CPI - then the stock could easily get to 100 before expiration (think of the short squeeze) and peg there. Don't know about you, but it seems to me that MSFT pegs at a strike almost every expiration Friday.