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

To: johnd who wrote (42713)4/20/2000 6:41:00 PM
From: johnd  Read Replies (2) | Respond to of 74651
 
Deferred rev has started to grow + I think very soon board will approve buyback. Connors overall is conservative



To: johnd who wrote (42713)4/20/2000 6:45:00 PM
From: Exacctnt  Read Replies (1) | Respond to of 74651
 
You are right $43 billion is an incredible amount. Unfortunately for us , the street will value MSFT on operating results, and MSFT's guidance is for lower growth. Management may be lowballing revenue and earnings as they habitually do, but analysts are sharpening their pencils as I write this, and ratcheting down their estimates.

Regards



To: johnd who wrote (42713)4/20/2000 9:59:00 PM
From: Gary Ng  Read Replies (1) | Respond to of 74651
 
johnd, Re: 43 Billion in cash and investments is nothing to sneeze at.

This IMO is a negative. It indicates that Microsoft has
some problem to decide where the money should be put for
future growth. In fact, this is even more worrying than DOJ, IMHO.

Gary


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