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

To: johnd who wrote (36843)	1/19/2000 12:19:00 PM
From: johnd	Read Replies (2) \| Respond to of 74651

When can insiders start selling after earnings? Could that have already started. When does that window end?

To: johnd who wrote (36843)	1/19/2000 12:43:00 PM
From: abbigail	Read Replies (1) \| Respond to of 74651

Dear johnd: "Thread, honestly, I am disappointed at the weak revenues and earnings. I was expecting 6.5Billion and 50c. Company came in at 6.11 and 47c. The earnings are even weaker at 43c if (as reported today in WSJ) the 4c gain from equity sales is factored. " So, you're disappointed! So am I. I was expecting Santa Claus, and a White Christmas too. The numbers are NOT WEAK! And, I take comfort knowing MSFT is working day and night to deliver great products corporate and retail customers want. Did you look at the margins? This is a money machine. Sure, there are obstacles ahead, and the market is discounting them TOO much. Have faith. Your positive predictions will come true .. just not when you expect :) Abbigail

To: johnd who wrote (36843)	1/19/2000 2:51:00 PM
From: Charles T. Russell	Read Replies (1) \| Respond to of 74651

John and thread, I knew of very few corporations that were buying enterprise software or adding additional hosts to their frozen Pre-Y2K networks. The weaker than expected earnings numbers were probably related to a calendar quarter Y2K freeze. I would also assume that many were waiting for Win2000 and were experiencing a pre Win2K freeze as well. The consumer was out spending a lot of money at Christmas. There is a considerable amount of pent up demand in corporate America. Now that being said.... I expect adoption (en masse) of Win2000 to be somewhat slower than we experienced with Win95. In order to take full advantage all Win2000 Server features, the client must also be running Win2000. Also, a great deal of planning must take place before Win2K is installed. This will slow down the large buyers somewhat but probably not affect those with <50 node network. Win2K is a large beefy product. Big trains take a while to get up to speed.