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

To: Frank Ellis Morris who wrote (36724)	1/18/2000 2:07:00 PM
From: taxman	Respond to of 74651

The Whisper Report is now read by nearly 200,000 investors and analysts. The last 2 trading days of 1999, InvestAnswers.com had their members in 50% cash ahead of some possible trouble during the first few days of 2000.....right on the money! Who's helping you invest? Daily e-mails before the opening bell, and 24/7 online investing support to help you protect your assets and make the most from the stock market. stockselector.stockads.net There has been a lot of talk about Microsoft's (MSFT) earnings during the past few weeks. As we reported on our web site on January 6, 2000 rumors spread across the NASDAQ Futures Exchange that Microsoft would fall short of the earnings estimate of $0.42. Microsoft's stock ended down nearly $4 due to these rumors. We immediately contacted a number of analysts who all said the rumors were unjustified. The analysts all seemed to agree that Microsoft would not have the "blow-out" they had last quarter but the company was on track to meet or slightly beat the consensus estimate. Five days later we also reported that Microsoft had made a settlement with temporary and contract workers that would result in a $0.03 per share charge for the quarter. Office 2000 sales should continue to be strong and will help the company report revenues in excess of $6.4 billion for the quarter. Excluding the one-time charges, the Earnings Whisper number is $0.44. You may listen to Microsoft's conference call at 5:30 PM ET at vcall.com The company most likely to report a positive earnings surprise on Tuesday is DoubleClick (DCLK). The analysts have all said that DoubleClick has been growing faster than the rest of the industry and the fourth quarter should be very strong. The analysts are also speculating that profitability is very near. Budd Bugatch at Raymond James leads the official estimates with a $0.03 loss, while the average estimate is a $0.05 loss. Though there has been some whispering of positive earnings for the fourth quarter, the overall whispering seems to be a loss of $0.04 per share. You may listen to DoubleClick's conference call at 4:45 PM ET on Tuesday at corporate-ir.net ETrade (EGRP) is expected to report earnings before the market opens on Wednesday with a consensus estimate that has gradually decreased to a loss of $0.18. However, the company's earnings are not what the analysts will be concerned about. The key numbers for ETrade are revenues and new accounts with a slight focus on advertising revenues as E*Trade develops into a leading financial portal. Excluding the Telebanc acquisition, revenues should be around $250 million on heavy trading volume and new accounts should exceed 300,000. The Earnings Whisper number is a loss of $0.20 but don't be too surprised if the company falls short of this number partially due to marketing expenses of $100 million. Telebanc should add $75 million in revenues and 125,000 new accounts. ¸ Copyright 2000, EarningsWhispers.com regards