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

To: johnd who wrote (54576)	12/20/2000 11:49:43 AM
From: johnd	Read Replies (2) \| Respond to of 74651

One of these days PC sales, especially corporate will boom again and I think we will see MSFT will be the first one to lead the market up, and the stock could do the exact reverse -> up 40% for every 5% increase in EPS guideline

To: johnd who wrote (54576)	12/20/2000 12:34:19 PM
From: sandeep	Read Replies (1) \| Respond to of 74651

70 was artificially high. So is 42 artificially low. I think msft is worth 55-60. However, the market mood is very bearish right now on msft. Emails leaks including apocalyptic words such as "reality has set in- here and everywhere else" are worriesome to investors.

To: johnd who wrote (54576)	12/21/2000 2:06:53 AM
From: TTOSBT	Respond to of 74651

Re: "Why does 5% reduction in rev. and EPS translate to 40% reduction in stock value (70 -> 42) " John I am just as frustrated as you on this one. Here are some of my thoughts. MSFT gave a decent guidance at the previous Q release...remember the nice run-up on over 100m shares?... that wasn't too long ago. When GTW started in with the pc worries it was one bad factor after the next. But MSFT was quiet til after GTW,INTC,CPQ ETC. Then after the close on a Friday when two other companies reported good earnings ADOBE & ORICLE, MSFT dropped the bomb on everything. It just amplified a 5%-6% miss into a back-stabbing switch. Was MSFT playing with ORICLE'S report? I mean what the hell was that timing about? You would think that a management team always so cautious and up front would of known the pc was slowing? Look at what they did to their own stock! I remember when Ballmer stated; "It would be irresponsible to break up MSFT." Well how responsible has he and his management team been to their faithful share holders? It's just another day for us in paradise! TTOSBT