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


To: larry who wrote (6448)5/4/1998 12:39:00 AM
From: Moominoid  Read Replies (2) | Respond to of 74651
 
It's not secret that MSFT generates a good portion of its unrecognized revenues by selling
naked puts against MSFT.

However, this is the only blue chip that is more than willing to hide more than 40% of its revenues
(check out the growth rate of its unrecognized revenues, it's amazing!). If not for the DOJ and MSFT
has to maintain low key, it can easily blow out quarters whenever Bill Gates want to, and in a big
way. And it's not far fetched to say that MSFT stock can simply double over its current price.


There has been a lot of discussion on this thread about these "unrecognized revenues". It seems there are various theories and it hasn't left me much the wiser. If the market goes up tonight (Aus time morning in US) then I'll be likely to cover for the moment.

David