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

To: Joseph Pareti who wrote (47896)	7/17/2000 12:35:26 PM
From: johnd	Read Replies (1) \| Respond to of 74651

Lead by strong growth in Windows 2000 & Internet business (such as MSN at 3M+ WebTV at 1M=> 4Million customers), MSFT (per my expectation) will report 5.95 to 6B in revenues and 43 to 45c in EPS.

To: Joseph Pareti who wrote (47896)	7/17/2000 12:52:23 PM
From: alydar	Respond to of 74651

<<good recovery today, it looks like people are getting ready for another blow out quarter --- forget about gnu and Jackson>> I track many stocks including MSFT. You state "good recovery". From what, the stock price looks mainly flat. Please elaborate. Finally, hey guys, stop the rah, rah, stuff, earnings and revenue will come out tomorrow. Please wait. Finally, the street is going to be looking at revenue growth not EPS. EPS will be made up of a conbination of operations and investment gains. Investment gains are non-recurring. By the way, it is going to take a long time before MSFT breaks even on its T investment. I think they are down about 2.5 billion at last estimate. Revenue must come in around 5.7-6.2 bil depending on who is spinning. Rev. was adjusted down from around 6.0 bil to 5.7 by the co. and street. Anything on the lower end is bad. We will see. JMO, Bob.