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

To: Flair who wrote (6199)	4/25/1998 11:44:00 PM
From: Lee Penick	Read Replies (1) \| Respond to of 74651

Flair, Re - "Starting from "Windows 98", Microsoft will put 30% (instead of 20% for Windows 95 and Office 97) in the "unrecognized revenue". This will create more confusion." Do you have an option as to why MSFT is treating revenue this way? "I have listened to previous six conference calls, and this one is not the most pessimistic one. The most pessimistic one is the June quarter last year." Is this their standard pitch, "the future looks gloomy" then surprise people in a positive direction? Lee

To: Flair who wrote (6199)	4/25/1998 11:54:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 74651

I understand, I know them well. The big summer talk down is starting early, as are reviews. I will buy at 88, 85, 80 and 75, if any of these points are struck. It always amazes me that almost no one will listen to the long term, 5+ year shareholders, on this one. Your observation on the "unrecognized rev" account is great and correct, which is frustratingly rare. MSFT e, what, about .50 more than they are showing for the past 12 months, or about 2.15? And it looks like they will hit about 2.80+ in the next 12 months, giving it a forward pe of 33. Boy is it overpriced. (Heavy sarcasm)