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

To: John F. Dowd who wrote (43917)	4/29/2000 10:35:00 PM
From: KLP	Respond to of 74651

Found Thomas Penfield Jackson on SEC reports holding both MSFT and Netscape....Could anyone find if he still has shares in these companies, and if so, the size of the holdings....or if they have been put in a trust, or sold? The one that shows "Brown, W. Thatcher", actually reverts to Netscape..... KLP edgar-online.com JACKSON THOMAS PENFIELD 2/19/99 10-K Annual Report BROWN W THACHER Filings, Insiders, Research JACKSON THOMAS PENFIELD 2/12/99 10-Q Quarterly Report MICROSOFT CORP Filings, Insiders, Research JACKSON THOMAS PENFIELD 11/12/98 10-Q Quarterly Report MICROSOFT CORP Filings, Insiders, Research JACKSON THOMAS PENFIELD 2/17/99 10-K/A Amended Annual Report NETSCAPE COMMUNICATIONS CORP Filings, Insiders, Research JACKSON THOMAS PENFIELD 2/1/99 10-K/A Amended Annual Report NETSCAPE COMMUNICATIONS CORP Filings, Insiders, Research

To: John F. Dowd who wrote (43917)	4/30/2000 12:17:00 AM
From: johnd	Read Replies (2) \| Respond to of 74651

JFD, I was in total disbelief that the the stock go down so much. But in hindsight, I think the reason it is going down is really because of the the revenue and earnings short fall and the single digit growth guidance. Here is hard question for you (a) How can you say it will triple in 18 months? That would put it at 1.2trillion market cap. Do you think it will be at that kind of cap with the case still around or case leading to some impact of remedies? (b) Microsoft guided 1.88 for FY01. How much do you think they can report. Say 2.00. Then say 2.20 by end of 01. The stock has to get trade at 90 PE OR more than 2x current valuation. Do you think with Balmer as CEO, we will ever trade at those multiples? (c) What exactly is going on with Windows2000. On the one hand I am impressed with the 1.5m retail sales (May be pent up demand from testers). But What is disappointing is OEM sales impact to top/bottom line. Where is the revenue? When will it actually show?