Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bearded One who wrote (5981)	4/22/1998 7:01:00 PM
From: Bill Holtzman	Respond to of 74651

Doesn't unearned revenue also include selling put options? I've heard that both Microsoft and Intel generate surprisingly large amounts of cash by selling their own puts. bh

To: Bearded One who wrote (5981)	4/22/1998 7:02:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 74651

Good Lord!! Where have you been since August 1995 when msft set up this DEFERRED REVENUE account?! MSFT has delivered the products but not booked the revenues yet, they defer the rev's and income over several quarters. Yes I know, this means they have earned over a billion dollars in the past year that they don't show, except in the "CASH" column. Does this explain the mystifying "60" pe bullshit that you have been reading?

To: Bearded One who wrote (5981)	4/22/1998 7:17:00 PM
From: Dom B.	Read Replies (1) \| Respond to of 74651

You need to shave and listen to the conf call. Lots of discussion on unearned revenue. this is a technical accounting term, based on matching principle. You'll be more confused when msft starts to issue free upgrade to w98 coupons...hehehe.

To: Bearded One who wrote (5981)	4/22/1998 7:21:00 PM
From: Flair	Read Replies (1) \| Respond to of 74651

Bearded One, "Unearned revenue is not recognized yet." X-Ray-Man gave a good explanation on this issue last quarter. Please go and see it.

To: Bearded One who wrote (5981)	4/23/1998 6:57:00 PM
From: Maverick	Read Replies (1) \| Respond to of 74651

IBM, Sun and Intel on NC, may pose a threat to Microsoft's domination of the PC market. IBM Corp. (IBM) rose 2 3/4 to 117 1/2 amid expectations it will partner with Intel Corp. (INTC) to develop network computers (NCs) and related products. The companies would develop NCs based on Java OS for Business, an operating system co-developed by IBM and Sun Microsystems Inc. (SUNW), operating on Intel processors. The combination of IBM, Sun and Intel, may pose a threat to Microsoft's domination of the PC market.