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

To: werefrog who wrote (42622)	4/20/2000 11:31:00 AM
From: johnd	Read Replies (1) \| Respond to of 74651

But unlike others MSFT didn't have run up and down from 120

To: werefrog who wrote (42622)	4/20/2000 11:49:00 AM
From: Lee	Read Replies (2) \| Respond to of 74651

JH Jr,..Re:.Good point. INTC, IBM, and add AAPL to the list, all beat earnings and fell about 10 points They didn't beat earnings cleanly, via greatly increased revenues on stellar sales. AAPL However, investors looked past the praise and saw that most of the earnings growth was generated by a rise in operating margins instead of very strong revenue growth they had expected, said Banc of America analyst Kurt King. dailynews.yahoo.com INTC This was about 2 cents more per share than analysts had been anticipating for a gain on securities sales, based on last quarter's guidance. This additional gain, plus a lower tax rate than expected, left some analysts seemingly underwhelmed with the quarter, as evidenced by their comments on the conference call. dailynews.yahoo.com IBM 'In general, it is disappointing any time revenues come in 5 percentage points lower than expectations, and it looks as though the second quarter will be lower than expected, too.' dailynews.yahoo.com Maybe if MSFT has good earnings based exclusively on their primary business they will be rewarded? Cheers, Lee