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To: DJBEINO who wrote (31178)3/24/1998 11:21:00 PM
From: Russ  Respond to of 53903
 
17:34 [MSFT] MICROSOFT CFO SEES Q3 REV GROWTH IN 17-18%

Well, that bit of news certainly justifies a PE of 55 for MS, and of course it implies that at a PE of 60 MU is extremely undervalued.

-Russ



To: DJBEINO who wrote (31178)3/24/1998 11:23:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
micron doesn't sell software, dj.



To: DJBEINO who wrote (31178)3/25/1998 2:43:00 AM
From: pat pasquale  Respond to of 53903
 
Hey DJ; you r an absolute dreamer...
i rarely respond but do read all posts and its amazing how you
interpret articles into your favor.. this again is one.. this excites u..
"4 cents above estimate this 1/4 and next 1/4 will be slightly less.
this 3rd 1/4 could be best of fy 98". did you read this part by
MAFFEI "CAUTIONED potential slowing in sales of OFFICE and
PERSONAL computers" this is the last of the big boys to give hope
to a upturn in the pc industry and its not gonna happen soon, face it..
no whisper numbers to the surpise side now.

pp