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

To: thebeach who wrote (51296)	10/16/2000 4:43:07 PM
From: johnd	Read Replies (2) \| Respond to of 74651

I could care less what & how many think. Just give me the shares around 50. I know what I think => MSFT wil have $2.20 to $2.30 in FY01 and stock will get back to 55 to 60 PE or about 130 in a hurry.

To: thebeach who wrote (51296)	10/16/2000 5:38:56 PM
From: Dave	Read Replies (1) \| Respond to of 74651

"How many people out there think MSFT will miss their earnings projection?" MSFT almost definitely will NOT miss their earnings projections. If they do, PANIC!!! However, I believe that they will have to apply some "flexible accounting", using just enough non-operating revenues to make up for their operating earnings shortfall. You will have to look more deeply than usual into the numbers to see their problems. Also, look at their guidance. When things were good, MSFT always issued bland to negative guidance. Since things have started to slow down, MSFT has begun to sound uncharacteristically optimistic in its guidance. In short, I expect MSFT to meet the numbers, albeit with a little accounting prestidigitation, and I expect their forward guidance to be irrationally positive.