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To: miraje who wrote (14740)12/10/1997 11:52:00 PM
From: Mark Johnson  Read Replies (2) | Respond to of 24154
 
they have piled away a huge chunk of deferred
revenue to smooth over any rough spots

That sounds like what MSFT likes to do.

Every time I tuned in to CNBC today they would broadcast
something about their exposure to Asia. My guess is that they
did this twice an hour.

When I looked at the PR news wire it said
After Oracle Corp's (Nasdaq:ORCL - news) pounding on Tuesday, due to disappointing earnings,
investors are expected to take a close look at Microsoft Corp (Nasdaq:MSFT - news), which said
it was feeling the impact of a sharp slowdown in computer sales in Japan but that its earnings outlook
was unchanged.
biz.yahoo.com

It seems to contradict itself but if it is true the news media
would not comment on the positive side. If that above is true MSFT will do the about face and continue right back up for the short term.

An interesting article about slow growth in 98 but a rebound in
99 seems to be reasonable.
biz.yahoo.com

Would like to hear arguements concerning Asia and why it will/not
affect them.

Thanx Mark



To: miraje who wrote (14740)12/11/1997 2:00:00 AM
From: Gerald R. Lampton  Read Replies (1) | Respond to of 24154
 
>I think MSFT was delighted to report the Japan news.

You may have a point.

If it's true that they want to get their stock price down to help minimize the cost of employee options, chiming in here would certainly be one way to do it.

Problem is, MSFT is the teflon stock. I've thought for as long as I can remember that it is overvalued (still do), but that doesn't seem to matter.


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