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

To: Sonki who wrote (42818)	4/21/2000 1:43:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

"Microsoft reports 31% revenue growth, 35% earnings growth, 50% growth in cash&investments, 40% growth in book value, 40% growth in internet business. 100% growth in MSN subscribership which grew to 2.5 million paid subscribers. New product pipe of Windows2000, Office2000, SQL2000, Exchange 2000, Millennium, PocketPC, Project 2000, Visio2000, MSN2.0,... will ignite revenue and earnings acceleration in FY01 and into FY02. 10 Billion in investment portfolio gains would further accelerate net margins." This is how the report should be really read. That is how Oracle, Sun, AOL would have announced. Smart minds should dig deeper than what is said at surface. Sonki, Vc1, t2 you guys are right on. You add back deferred revenue, impact of that to earnings, you look at growth in book value, cash, investment value, you look at product cycles, you got to just to love this company. I don't know how many can see through the doom & gloom smoke screen. I look for some good opportunity to add next week and stay for long haul.

To: Sonki who wrote (42818)	4/21/2000 3:05:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Microsoft wants their stock to go down for the next 3 months (and stay down). They don't want to repurchase shares. That will come in the form of a major statement a few months from now----a press release. I have not seen them issue a press release on repurchases in the past but the next one will be a biggie, IMHO. They made negative statements about growth. I now realize that is the plan. The market's recent moves tells people that valuation will matter at some point for every stock. That only gives MSFT added assurance that the gains in stock price is still out there. It is only a matter of timing. They know their employees realize that the stock options are a write off this year anyways. Just sacrifice one year for good gains in the following year. PE is probably going to hit the 30s soon. They are setting up the next fiscal year, starting in July. Therefore, I will be buying at times in the coming 3 month period ahead of the next earnings release.