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

To: John F. Dowd who wrote (29451)9/14/1999 8:22:00 PM
From: Teflon  Respond to of 74651
 
JFD, it's simply a matter of "by how much". <g>

Teflon



To: John F. Dowd who wrote (29451)9/14/1999 8:26:00 PM
From: johnd  Respond to of 74651
 
JFD, isn't it "expected" that MSFT will "surprise to
the upside once again?" Question is how much surprise?
CFO Moeffi guided 20% growth in rev and eps. But let
us say we get 30% eps growth, will that be enough to
maintain tailing PEs of 60 - 66? That is the hard
question. Might depend on MSFT's outlook statement
and interest rate environment.

For Q1, Q2, Q3 it will be ofice2000 as primary
rev, eps driver.


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