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

To: SouthFloridaGuy who wrote (51576)	10/18/2000 8:51:11 PM
From: The Duke of URL©	Respond to of 74651

>>Is this the growth of a high tech titan or a soda pop maker?<< No, No, SO. Jon Scully was the soda pop maker. That was another company, Apple. Better Cover. :))

To: SouthFloridaGuy who wrote (51576)	10/18/2000 9:12:48 PM
From: Michael Kucera	Respond to of 74651

re: Is this the growth of a high tech titan or a soda pop maker? It is the growth of a tech titan suffering a hangover, 2+ billion in quartely earnings is stellar no matter how you package it. msft has been slowing along with intc and many other LARGE tech co's. for awhile now and you'll have to look to qcom or jdsu for faster growth, but you won't get them for 20x earnings.

To: SouthFloridaGuy who wrote (51576)	10/18/2000 9:57:12 PM
From: JP Sullivan	Read Replies (1) \| Respond to of 74651

I am shocked that the stock could be up in A/H when operations (the true strength of a company) have fallen so much. Indeed, revenue growth was a mere 10% higher than last years figures. Stranger things have happened. I remember when MSFT used to announce stellar earnings only to have the stock price plunge by 7+ points the next day. So, we're in for a change. But seriously... Considering W2K's release in February this year and no other significant products between then and the beginning of last quarter (WinME came out pretty late in the quarter as I recall), I'd say MSFT has done pretty well. Kudos to management for topping expectations with their shrewd investments. I see nothing wrong with using these gains to make the numbers in a difficult quarter as long as this is not overdone. Going forward, MSFT has a very nice line-up of products, some of which have been recently released, for the rest of the year and next year. These are going to contribute significantly to revenue growth. Hopefully, that growth will impress you.

To: SouthFloridaGuy who wrote (51576)	10/18/2000 10:35:28 PM
From: David Howe	Respond to of 74651

<< Is this the growth of a high tech titan or a soda pop maker? >> Now that's a funny argument for a bear to make. You better hope the market doesn't start valuing MSFT like Coke (KO). They have no growth and a PE of 89. If the market decides to reward MSFT with a PE of 89 based on the possibility of no growth, you better close your short, 'cause it ain't gonna do to well. Dave

To: SouthFloridaGuy who wrote (51576)	12/14/2000 9:37:21 PM
From: SouthFloridaGuy	Respond to of 74651

Looks like you guys should have listened: <<<<<To: DiViT who wrote (51570) From: Stock Operator Wednesday, Oct 18, 2000 8:37 PM ET Reply # of 54244 These earnings are the biggest fraud I have ever seen. After the technical bounce over the next few days, this stock will continue to fall under everybody's noses. I am shocked that the stock could be up in A/H when operations (the true strength of a company) have fallen so much. Indeed, revenue growth was a mere 10% higher than last years figures. Is this the growth of a high tech titan or a soda pop maker? As shown by the Intel debacle, when the investment money runs out, which it inevitably does, the stock prices pay hard.>>>>>