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

To: TTOSBT who wrote (46496)6/12/2000 10:13:00 PM
From: Sir Francis Drake  Respond to of 74651
 
Take it easy. I have no agenda. There was some dispute as to whether the MSFT lowering of expectations was driven by wanting to appear "more micro and more soft" with an eye on the trial, or a genuine reality of their business, because Dell and the box-makers reported sharply growing volume. This seems to confirm that it is a business reality more specific to MSFT.

Morgan



To: TTOSBT who wrote (46496)6/12/2000 10:50:00 PM
From: JC Jaros  Read Replies (1) | Respond to of 74651
 
Actually, MS was talking about the prior 3 months, 2 months ago. Citrix is talking about the time since then and *forward. This isn't good news for those looking for a strong calendar 2nd quarter from MSFT's operating earnings. -JCJ


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