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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Frodo Baxter who wrote (2719)	3/7/1998 12:30:00 PM
From: tom pope	Read Replies (1) \| Respond to of 9256

Does anybody here follow MSFT? I printed out the 10Q from Edgar and can't reconcile its numbers on EPS with those in First Call and WSRN. For instance, the 10Q reports CY 4th quarter EPS at .85, while First Call and WSRN report the same quarter's EPS at .43. I must be making a schoolboy error to wind up with the apples so far away from the oranges and would appreciate any help. With the CPQ announcement, we seem to be talking about flat unit shipments of PC's, and not just lower selling prices per unit. If OEM Windows 95 unit volume starts to level off, and with Applications product revenue (mainly Office 97) not benefitting from new introductions, only NT revenues are there to pick up any slack. Now, I know that MSFT always surprises to the upside, but the INTC and CPQ announcements do give pause. The market can shake off INTC, Motorola and Compaq. But Microsoft? Just spreading a little FUD. Also known as talking my own book.