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: Harvey Allen who wrote (54736)	12/26/2000 11:37:09 AM
From: johnd	Respond to of 74651

I view MSFT as a stock at 73pt discount to 120 while 12-mo trailing EPS keeps growing quarter after quarter.

To: Harvey Allen who wrote (54736)	12/26/2000 11:57:13 AM
From: Harvey Allen	Respond to of 74651

PS re: Visual Studio.Net Beta There is built in support for sharing projects over the net. If anyone wants to order the Beta I'd like to try out project sharing with them. Nothing fancy, just some little Visual Basic thingee. Harvey

To: Harvey Allen who wrote (54736)	12/26/2000 12:02:24 PM
From: johnd	Respond to of 74651

Harvey, Let us roll the clock 12-mo forward and we could see the following - Against a back drop of 2000 weak consumer sales, 2001 consumer sales up 30 - 40%. - Windows2000 corporate sales in mass adoption cycle - MSN turning profits - X-Box mania - Whistler and Office10 upgrade boost - .Net in higher gear There is opportunity for MSFT to have 40-50% growth in revenue in Dec Q of 2001, to 8.5B - 9B. Correspondingly, aided by the current cost cutting, EPS could grow by a record 60 - 70%. - Not to forget by Feb, March the DOJ thing could be closed. Let us hope for the best.