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

To: Charles Tutt who wrote (56997)4/1/2001 9:08:27 PM
From: David Howe  Read Replies (1) | Respond to of 74651
 
<< That may be their last significant "good news" for quite a while. >>

I'd consider that the fact that MSFT earnings are solid and not going away anytime soon to be good news.

This is of course in stark contrast to most tech companies such as SUNW who's earnings seem to be turning into losses in a hurry. True, SUNW still projects a small profit, but IMO, that could change very quickly. I'm fairly certain that SUNW will announce a loss for an upcoming quarter, while MSFT will continue with gross margins of around 85%.

That's what I call good news for MSFT.

IMO,
Dave



To: Charles Tutt who wrote (56997)4/7/2001 12:46:19 AM
From: Thunder  Read Replies (1) | Respond to of 74651
 
I think the assumption that they'll get out from under the antitrust suit undamaged is now built into the stock.

What's the reasoning for this past week then? Or did you mean 'building'? TIA

Thunder


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