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

To: Nancy who wrote (53735)	12/3/2000 3:11:32 AM
From: Joseph Pareti	Respond to of 74651

Re MSFT's presentation at CSFB tech conference is decidedly bearish. are you an alias for Bill Fleckenstein or just another blow-hard short ? Read the facts first Message 14927881 Message 14920181

To: Nancy who wrote (53735)	12/3/2000 11:17:55 AM
From: DiViT	Read Replies (1) \| Respond to of 74651

I haven't listened yet, but the CSFB tech conference can be replayed. tech.csfb.com Or you can read a transcript for Conners talk here... microsoft.com

To: Nancy who wrote (53735)	12/3/2000 12:36:03 PM
From: Joseph Pareti	Read Replies (1) \| Respond to of 74651

Lewinsky Nancy Re .MSFT's presentation at CSFB tech conference is decidedly bearish. just exactly WHERE are the BEARISH statements microsoft.com ... the Windows 2000 update cycle is where we thought it would be. We’ve got a good pipeline both on the client and the server for deployments. ... We have today about 150 games developers writing for the Xbox platform. The reality is there’s probably 30 to 35 that really drive all the volume in the world. ... So far for the quarter we’re in it looks like we’re on track. The biggest wildcard between now and the end of December is really holiday demand for consumer PCs. The business PC demand appears to be about where we thought ... This year we anticipate the business PC market to be a little more healthy than it was a year ago -- last December it actually contracted. And on the business PC side we get higher average revenue per PC than we do from consumer. ... LONG TERM The key thing for Microsoft is to decouple our desktop software growth rates from that of the underlying PC business growth rate. The principal way we can do that is by delivering a hosted or subscription service for knowledge workers.