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

To: KeepItSimple who wrote (36303)	1/11/2000 2:54:00 PM
From: Arnold Layne	Respond to of 74651

<<Well, they're going to miss by 3 cents because of the caldera settlement.>> No, the earnings will be reduced by 3 cents. There is a big difference... ARNOLD

To: KeepItSimple who wrote (36303)	1/11/2000 2:55:00 PM
From: johnd	Respond to of 74651

Keep it simple, They are going to take 3c charge in March Q. Considering they might have reported 53c in March Q, 3c charge would still blow the 41c estimate by 9c at 50c. For the DecQ, due 1/18, I am looking for blowout at 50-53c.

To: KeepItSimple who wrote (36303)	1/11/2000 3:41:00 PM
From: ericneu	Respond to of 74651

Remember when two weeks ago the rumor was that MSFT would miss their numbers? And I said they could miss it because of legal fees? And their investor relations said "We have not changed our guidance" and I told everyone that DID NOT MEAN THEY WOULD NOT MISS THEIR NUMBER. Well, they're going to miss by 3 cents because of the caldera settlement. --- Sorry, but you're wrong. The upcoming numbers are for the quarter that ended in December. The Caldera settlement will be a one-time charge taken in the (current) quarter ending in March. - Eric