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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: LTK007 who wrote (37630)1/19/2000 8:05:00 AM
From: Benkea  Respond to of 99985
 
It is strange how anything that detracts from earnings is a "one-time" (please ignore) thing not worthy of consideration, but MSFT beats estimates by .05 largely owing to and extra .04 in investment gain from its' equity port. What a wierd change for us if they decide to pay attention to that sort of stuff all the sudden (IE: MSFT off after hours).

Pretty spooky that with MSFT's katrillionzillion market cap, that it only increase earnings before taxes by $640 mil while $436 mil was increase investment gain!

Billy may have picked a good time to step aside, and MSFT's slower growth warning may actually have some teeth now.



To: LTK007 who wrote (37630)1/19/2000 8:13:00 AM
From: Benkea  Respond to of 99985
 
MSFT went from "awesome" PC demand to slow PC demand in ONE QTR! Looks like many suspected: Tech spending was artificially boosted - not restrained - by Y2K. Like the rest of this economy, it looks like 1999's numbers in the tech sector were just borrowed from 2000 and 2001. Only problem is they are discounted to 2050 :-)



To: LTK007 who wrote (37630)1/19/2000 8:25:00 AM
From: Lucretius  Respond to of 99985
 
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