Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: t2 who wrote (47964)	7/18/2000 5:06:58 PM
From: johnd	Read Replies (2) \| Respond to of 74651

T2, We may see 100 soon. 100/1.73 => Only 58 PE. Considering much larger deferred revenue it looks solid to me. Also take a look at Intel;s forward statement. Intel said, second half CPU volumes & revenue will be UP from larger unit production and strong demand.

To: t2 who wrote (47964)	7/18/2000 5:07:38 PM
From: JC Jaros	Read Replies (3) \| Respond to of 74651

Re: Unearned rev the "real story" that will drive up MSFT stock --- Well that's good, because if people were to look at the EARNED revenue line, MSFT would be in deep doo-doo. --- This was not the Q4 you (thread) were looking for in the discussions on the thread following Q3 earnings. -JCJ

To: t2 who wrote (47964)	7/18/2000 5:19:12 PM
From: Charles Tutt	Read Replies (2) \| Respond to of 74651

I disagree. If it's an appropriate reserve, it will be consumed by support costs in future quarters. And if it's understated, future earnings will suffer as support costs exceed the reserve. It IS a liability, after all. Only if it's overstated might I agree with you to the extent of the overstatement, but I suspect that's not significant. JMHO.