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

To: johnd who wrote (51324)	10/17/2000 11:42:28 AM
From: johnd	Read Replies (2) \| Respond to of 74651

Similar to Gateway, Microsoft is a beyond the box company. 30%+ of microsoft's business today is non-desktop. That 30% is in MSN, Enterprise server s/w, carpoint, msnbc, homeadvisor, expedia, pocket PC, wireless s/w. That 1/3rd of business is most likely growing at 30 - 50% rate. That is a terrific growth rate. Not all the desktop segment is weak either. Take laptop segment, that segment is growing by 30 - 40% i think. Windows 2000, Windows ME upgrades are also reasonable. Not too strong. But good. The desktop is not shrinking. It is growing. I think the desktop may be growing in the 5 - 15% range. I do expect 20 - 25% growth for this segment in Dec. quarter. Overall, I think the company is likely to crush street estimates for the Sept. Q both in revenue growth and eps and unlike popular belief will at least keep (or likely raise) Dec. Q eps estimates and growth estimates. The Intel /AMD price war is the best thing that can happen to further accelerate corporate and consumer PC demand which is great for MSFT.