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

To: johnd who wrote (52416)	10/31/2000 12:42:05 PM
From: johnd	Read Replies (1) \| Respond to of 74651

18 reasons why should MSFT rally 18. Reg FD: With Reg FD, conservative MSFT is one of the only few companies that likely not to surprise to the negative. When is the last time MSFT did not meet estimates. Their guidelines this Q is 1B sequential rev. growth and only 3c more in EPS to 49c. Got to be over 50c. === 16. MSFT crossed 50d moving average last week with 2 - 3 times average trading volume. 17. Mutual funds were significantly light into Sept. on MSFT and they must be craving to add softy back to top holdings and readjusting with richly priced CSCO, AOL, YHOO, SUNW. ====== 15 reasons why MSFT should rally Would like to add 5 more reasons why MSFT should rally 11. Everyone expects MSFT will rally after elections which is one week away. Reasoning here is a new govt. People also expect additional boost if Bush wins => Innovation over litigation. 12. Favorable legal developments: a. Got Stay, b. Won appeals court hearing, c. Won longer than normal filings request, d. Jackson wants to get out e. Klien is already out 13. 10 bucks in MSFT's share price is cash+investments+deferred revenues. 14. What other Dow stock guided $1B sequential revenue growth for Dec. Q and increased FY EPS estimates? 15. What else would you buy for year 2001, that will have increasing growth and trades at cheap to reasonable multiples =========== 1. Balmer says worst is behind and best is yet to come 2. Microsoft's book value went up 45% during last 12 months 3. Dataquest projects 25% PC growth in 2001 withouth w2k demand, and W2k creates additional growth prospects. 4. MSFT now trades only at 1.2times S&P PE compared to 2.6 an year ago. It is MSFT after all! 5. MSN is growing 100% per year in net subscription growth and .Net enterprise s/w is gaining traction. 6. Microsoft thought it was cheap at 86 , one year ago, when it gave out 99 options. 7. Microsoft bought 25million shares for about $70/share last Q and gave 2000 options at 66 in April and 69.75 in July. 8. Microsoft sold puts at strikes 70-78, likely thinking it would stay higher than that. 9. Goldman, Lehman and CIBC say Microsoft should rally. DLJ, ING have been targetting 140, 135 for 6 to 12 months. 10. Barrons analysts and Wall Street Week show pick MSFT as favorite pick for coming rally