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

To: johnd who wrote (5197)	2/20/1998 1:56:00 PM
From: Lin	Read Replies (2) \| Respond to of 74651

"Windows CE platform : .5B" I expect 10+ copies of Windows CE in every household by ?year. In a similar situation as the number of linear/switching power supply in each household. You may not see it but it is there. Cheers, Lin

To: johnd who wrote (5197)	2/20/1998 6:16:00 PM
From: Exacctnt	Read Replies (1) \| Respond to of 74651

Johnd, I want a higher stock price. Go back and refine those numbers until you get 160 post split. <ggg> Regards, Bob

To: johnd who wrote (5197)	2/23/1998 10:17:00 AM
From: Ed Schultz	Read Replies (1) \| Respond to of 74651

John, There are three major mistakes in your numbers for 1999. First, Office is the bread winner for Microsoft and brings in about half of the revenue. It already commands more than $6B. Why do you think that will not change? (I'll assume $8B to be conservative.) Second, your predictions for NT are way too low. We are already at $3B and growing at between 80-100% per year. With NT5 that should continue. Look for $8B minimum. Finally, Microsoft is making a major push into small business with a small business version of BackOffice. The whole BackOffice business should also be around $8B. That's a total $24B plus extras. I strongly believe that the above numbers are conservative and doable. Ed Just my two bits.