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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: the_wheel who wrote (53218)4/18/2002 5:52:04 PM
From: nsumir81  Read Replies (1) | Respond to of 99280
 
Cute TV gals for salivating deprived idiots who still compliment them ... whenever they call in about their bags of SUNW EMC CSCO etc



To: the_wheel who wrote (53218)4/18/2002 6:00:59 PM
From: t2  Read Replies (1) | Respond to of 99280
 
There seems to be a shift in the way MSFT recognizes revenues. That is what seems to be happening as I see it. Lots of deferals of revenue...longer term recognition.

The market seems to be overeacting it seems. There was growth all over the place. They have not gotten into guidance yet.

300 million unearned revenue increase in this quarter

dust will settle tomorrow.

jmho