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


To: Bill Fischofer who wrote (50465)10/3/2000 11:51:01 AM
From: johnd  Read Replies (1) | Respond to of 74651
 
``Stocks do best not necessarily when profits are at their best but when investors are
confident about their growth visibility,'' Cohen said.
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Bill, I agree what you said in your post. MSFT is on an accelerating growth curve from here and PE will get back to last year levels of 65 - 70 with time.

I think the enterprise s/w; internet properties, consumer software and services are high growth drivers in the 40% - 60% growth range.



To: Bill Fischofer who wrote (50465)10/3/2000 12:32:47 PM
From: johnd  Read Replies (1) | Respond to of 74651
 
I have a dumb question: if microsoft had significantly better revenue growth this past Q, say 15% or so, do they have to pre-announce it?