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

To: limtex who wrote (84516)6/24/2002 8:20:59 PM
From: Earlie  Respond to of 99280
 
Limtex:

MSFT's primary provider of cash is it's employee option system. It also has a remarkably full cookie jar, so earnings can be juiced to the limits it thinks it can get away with during the current SEC clampdown on accounting nonsense.

It also sells op systems for PCs. This game is not going so well of late, and the end users hate its new licensing system, so they "bought ahead" to skip around it.

MSFT's stockprice will be hit this year, probably fairly firmly as institutions are becoming wary.

Best, Earlie



To: limtex who wrote (84516)6/24/2002 9:13:37 PM
From: mishedlo  Read Replies (1) | Respond to of 99280
 
OK lets suppose for a moment that MSFT does come out with a good qtr and an improving view going forward.......then what?

How many good quarters and improving lies have we seen already. CSCO was the last one. Look at it.

M


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