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Technology Stocks : Microsoft Corp. (MSFT) -- Ignore unavailable to you. Want to Upgrade?


To: Charles Tutt who wrote (9)4/21/2004 9:51:49 PM
From: QwikSand  Respond to of 197
 
Possibly, but

a) I'm not an accountant and that's a little too arcane for me to guess at and

b) Regardless of the GAAP number, what will influence the stock price is the real no-BS operations result net of one-time events, except of course for any cash distributions they surprise people with.

Unless they can tell a story at the CC that convincingly maps these settlements onto future revenue growth, I don't think they'll matter much. But I do suspect they'll try to tell that story.

--QS