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

To: werefrog who wrote (43632)	4/27/2000 11:47:00 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 74651

Balmer is on CNBC now.

To: werefrog who wrote (43632)	4/27/2000 12:51:00 PM
From: johnd	Read Replies (3) \| Respond to of 74651

I went back and looked at Microsoft's revenues and see what caused Rich Sherlund and other analysts to downgrade the growth outlook. Here is the problem (I am betting this is short term). Last year i.e. June 99 quarter the company reported 5.76 B in revenue and 41c in EPS. MSFT guided this June (June00) Q to be 5.76 Billion in revenue and 41c in earnings. This is basically saying the company isn't growing year over year. For the September99 Q, I think they reported 5.3B in revenue and then for the Dec99 Q they reported 6.11B. I hope the comparables for 2000 for Sept and December Q produce much stronger revenue growth by say 30%. If not my holdings will stuck in the mud for a while. I am heavily long on Microsoft and it now represents pretty much all of my holdings, it hurts to see the stock down so badly and is stuck in the mud.