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To: MGV who wrote (11156)	4/18/2002 8:35:09 PM
From: techanalyst1	Respond to of 57684

Obviously whoever wrote that can't read. They still slightly missed revenues (but awfully close... a non-event as far as I'm concerned), BUT.... they also lowered guidance going forward. Forward pe of nearly 30 and p/s of over 9. That's pretty pricey. It's going to be hard for that company to get their stock higher with guidance like that on a valuation basis. Obviously it's not just msft. I mean we've heard it from nearly every software company, but that still doesn't mean it should get a higher valuation until earnings improve, imo. TA

To: MGV who wrote (11156)	4/18/2002 10:01:45 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

MSFT reported 3rd quarter total revs of 7.25 billion. $6.4 billion is not right. And also the 10mm shortfall is apparently all xbox. Since xbox is such a disappointment I thought the miss would be more. (I hear about xbox sales expectations though nvidia people here). What I don't understand about the revenue expectation of 7.35 billion is how it could have been so high in the first place, UNLESS the xbox expectations were completely nuts to the upside. Desktop applications, the company's largest segment that includes its popular Office set of productivity programs, inched up to $2.44 billion in the quarter from $2.41 billion a year earlier. Sales of desktop platforms, the segment representing its flagship Windows operating system, rose more than 11 percent to $2.29 billion on strong shipments of the latest version of the software, Windows XP. Apps and platform were both up over last year, still a tough comparison to make. Sebl and psft are substantially down on the revenue side from a year ago (about 1/3 on licenses) ... different biz, I know. L