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: johnd who wrote (52236)	10/26/2000 12:25:30 PM
From: Dan Spillane	Read Replies (2) \| Respond to of 74651

Wall Street is stuck with some false beliefs, and contradictions. Two big ones... 1) The popular "semi slowdown" talk is a lie. You've got three new video game systems coming out in the new year, along with all kinds of handhelds, and the Windows upgrade cycle. Not to mention the 3G network upgrades. All next year! 2) Also, B-Square (BSQR) reports earnings after the bell today. Microsoft is committing huge capital to Windows CE...expect good news. Why is Wall Street discouting the CE/device future so strongly when Microsoft sees handhelds as so strategic and is putting so much money here? Strange and illogical.

To: johnd who wrote (52236)	10/26/2000 3:33:00 PM
From: Yaacov	Read Replies (1) \| Respond to of 74651

CPQ and MSFT look like safer stocks as we head to 2001. Despite record 12 month trailing profits, MSFT still off 58pts from last year high. I have been trying to diversify to others but they look so dizzy. On a day to day basis softy goes up and down but I feel safe by two trends: a) Trailing 12 month rolling EPS eps going up: 1.42,1.56,1.62,1.68,1.72,1.80,=> on ward and upward b) Growth seem to be accelerating. June Q EPS grew 9%, Sept Q grew by 23% (46c/38c), and good guidance to Dec and 2001. "" John, congrats! This is the most interesting post of the day.