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


To: johnd who wrote (55207)1/15/2001 11:33:58 AM
From: Dave  Read Replies (1) | Respond to of 74651
 
More importantly with rumors of corporate and consumer market rebounds, will MSFT guide for better times ahead?

As always, MSFT will guide however it decides is strategically best for MSFT. As always, the only reliable information you can glean from that guidance is that it bears little relation to reality.

Is MSFT advancing August employee option payments by 6 months because it thinks stock could rally to new highs ahead of Whistler and new office, X-box release?

Probably more like because people were leaving to go get good jobs that pay better than the industry average or have above-water stock options. The early grant only benefits long-time employees, because all of the recent hires have underwater options. So they were just trying to hold onto some of their older hires, the ones who were silently "vesting in peace."

I can't really think of any optimistic interpretation of an early vesting. It smells desperate.

Dave