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: Bill Fischofer who wrote (59719)	7/12/2001 8:19:45 AM
From: alydar	Read Replies (2) \| Respond to of 74651

msft beating lowered estimates by $100 on 6.3 billion in revenue is good but is being way overblown. it is almost meaningless. the primary reason "the street" is taking it so well is that they are desperate for good news; so are most investors. this is a relief rally. xp is just another os and is not revolutionary like 95 but just an upgrade. the roi on xp is no better than 98, me, win2000. so don't carried away boys. sunw and orcl still have a better roadmap for the internet and this will catch up with msft, ibm and other legacy type technologies. change takes time and i am young :). if your looking to trade then msft is o.k. but if you want to invest look elsewhere. i happen to agree with dave about other income or expenses. last year everyone was gleefull when msft made investment income look like it was part of operating income. now, when they have to take their losses, as ALL investors have to do, to exclude it from the bottom line is not consistent. i happen to think that their subscription model is extremely flawed and will alienate customers. that being said, msft is a safe bet now but will ultimately lose its status as technology leader. enjoy the ride while it lasts. rocky

To: Bill Fischofer who wrote (59719)	7/12/2001 9:46:18 PM
From: Hawkmoon	Read Replies (4) \| Respond to of 74651

Interesting take Bill..... But another possibility as to why MSFT was able to beat revenues is likely due to aggressive PUT writing as a means of supporting their own stock, as opposed to increased sales in XP, since it isn't officially released until October, 2001. MSFT apparently faces an $8.4 Billion dollar liability if its shares remain below $74/share. usatoday.com billparish.com And I hardly believe, with the current slump in computer sales, that we're seeing increased sales of actual revenue from sales of software. That would simply defy simple logic. Either that, or we're missing something in assessing actual units sold with regard to computer sales. Hawk