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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: John Donahoe who wrote (13444)	10/21/1997 1:23:00 PM
From: John Donahoe	Read Replies (1) \| Respond to of 24154

"MSFT has total control of their earninmgs." biz.yahoo.com Tuesday October 21 10:16 AM EDT RESEARCH ALERT - Microsoft estimate upped NEW YORK, Oct 21 (Reuters) - Lehman Brothers said Tuesday it raised its fiscal 1998 earnings estimate on Microsoft Corp to $3.21 per share from $3.15. Said majority of estimate change ''comes in the December (fiscal second) quarter, up from $0.78 to $0.82.'' Cited Microsoft's allocation of $253 million or $0.13 per share to unearned revenue account as a positive that demonstrated ''Microsoft has total control of the numbers and that the printed number would have been much higher.'' This is the primary reason why MSFT trades at a high forward PE. Wall Street likes predictable earnings. JD

To: John Donahoe who wrote (13444)	10/21/1997 1:24:00 PM
From: Gerald R. Lampton	Read Replies (1) \| Respond to of 24154

>Most people (techies excepted) want bundled software, "Plug and Play", it's easy >and cost less. Even if DOJ gets everyting it wants, most people will still get their bundled software -- whatever software the resellers bundle with their "boxes." Furthermore, if there is a genuine market demand for Internnet Explorer, people will continue to get that bundled in there as well, since it would be economically suicidal for resellers not to give their customers what they want. The issue here is whether Microsoft can tell the reseller, "if you want Windows, you also must take IE," which, if the two are separate products, looks an awfully lot like a tying arrangement. In other words, does the reseller, or Microsoft, have the right to decide what Microsoft products the reseller can and cannot sell with its computers? The consent decree appears to give that choice to the reseller.