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

To: sandeep who wrote (56810)	3/22/2001 1:47:55 PM
From: Exacctnt	Read Replies (1) \| Respond to of 74651

You're right. With no visibility, calling for no growth in 02 is very conservative. Of course all bets are off if the economy does go into a deep recession.<g>

To: sandeep who wrote (56810)	3/22/2001 5:11:26 PM
From: t2	Respond to of 74651

sandeep, Good point on Rick Sherlund's call. I also believe he is putting a low ball estimate for the company. He wants to be able to increase estimates or upgrade when he gets signs of improvement. Sherlund and Abbey Cohen are right up at Goldman in terms of making strategic decisions for their clients' portfolios. Would not make sense for Sherlund to push Microsoft down while Abby says buy tech. This setting up for the possibility of an upgrade or estimates revision down the road. When it happens, the stock along with a lot of other techs move up. The bond yields dropping and more importantly the money market yields dropping is going to make stocks a much better investment. I am just wondering what big cap tech stocks still have to revise estimates lower (or guide the analysts to do so like Cisco's Chambers usually does). To me Cisco is the last one at risk that matters. On the plus side the market already expects a warning from them.