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


To: John F. Dowd who wrote (71352)7/19/2002 7:54:34 AM
From: John F. Dowd  Read Replies (2) | Respond to of 74651
 
To All: Highlight- Gained significant market share in Enterprise server O/S market. JFD



To: John F. Dowd who wrote (71352)7/19/2002 8:15:22 AM
From: Michael P. Michaud  Read Replies (1) | Respond to of 74651
 
<<<I thought they blew the doors off in terms of the deferred-revenue number," said Mr. Sherlund, of Goldman Sachs. Microsoft also revealed yesterday that it is now deriving about 20% of its current revenue from previously deferred revenue -- a dependable cycle that should stabilize the company's revenue over time. ">>>

i thought that they had to quit deferring rev per agreement with the sec last quarter?



To: John F. Dowd who wrote (71352)7/19/2002 12:34:27 PM
From: David Howe  Respond to of 74651
 
This guy sounds like me. <g>

<< "It's phenomenal," said Robert Lund, an analyst at Daiwa Securities America. David Readerman, who follows the company for Thomas Weisel Partners in San Francisco, said the company is "nowhere near the disaster" other tech outfits are experiencing. >>