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

To: Sunny Lee who wrote (5606)	3/27/1998 1:49:00 PM
From: John Chen	Read Replies (2) \| Respond to of 74651

Sunny,re:"..deferred earning". Well, at least enough to beat WS estimates for the new 2 quarters handsomely. I think what is happening is MSFT is mad about WS's questioning MSFT's money making ability/quality. I don't believe MSFT has done the 'positive earning surprise warning before'. Depending on how WS questions, MSFT will pull out more and more surprise as needed. MSFT would not want you/DOJ to know how good monopoly is? It's "as good as it gets". I have never seen as good a business as MSFT is in. The more hardware advance, the more MSFT benefits and you know that hardware always advances and it's been amazing the last several years. MSFT can now upgrade software every year and nobody needs to upgrade the hardware ( I hope ). I think the current PC is good for most application for at least 5 years, so people won't feel pain when they need to upgrade to win98 win2000, win2002 and maybe win2004. I cannot even think of upgrading from win3.1 to win95 on my 486, 500meg HD. Hopefully my next PC would allow me to keep pace with winXXXX for at least couple of versions. How many upgrades we have so far!!! If none up to earning and MSFT is drifting around, get ready for a BIGGER (> 10%) surprise. I think BILL is MAD. MSFT should be around 100 around earning report. Just an observation and nothing for/against MSFT. If any, I'm biased against MSFT because I don't have big holding in MSFT and I don't like monopoly. But who cares, as long as money is good. I really think we should elect Bill Clinton to as many terms as possible as long as he is spreading the wealth (by design or co-incidence).