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

To: Ibexx who wrote (9370)	7/16/1998 7:49:00 PM
From: G.Gordon	Read Replies (1) \| Respond to of 74651

XLNX closed at 41 3/8 looked like a pretty big gain in after hours trading there. see ya

To: Ibexx who wrote (9370)	7/16/1998 8:21:00 PM
From: Raymond	Respond to of 74651

quote.com after hour quotes are full of sh*t for NAS stocks. I've see quotes 2 points higher than close on no news and then the second everything was normal. It may be good for NYSE stock though, but again, you can get it from yahoo, and almost any site. Raymond

To: Ibexx who wrote (9370)	7/16/1998 9:20:00 PM
From: Bill Fischofer	Read Replies (2) \| Respond to of 74651

Some Perspective MSFT is currently showing $13.9 billion in cash on their balance sheet. To give some perspective on what that means, consider that for all of 1997, only the top 98 companies on the Fortune 500 list did more than $13.9 billion in sales. MSFT's current on-hand cash is larger than last year's revenues for household names like Delta Air Lines, Time Warner, Goodyear Tire, and some 400 other Fortune 500 names. Perhaps that helps explain why MSFT is so highly valued.

To: Ibexx who wrote (9370)	7/16/1998 10:35:00 PM
From: fff	Read Replies (1) \| Respond to of 74651

Ibexx, Good to see MSFT is up in after hr! I was told Sunw was headed to 62-66 on this move. Do you have sunw also? I don't have any but as I told you I am still dollar cost avrging. I thought since you own all the techs maybe I should ask you first. I don't know any one on Sunw. Thanks in adavance. -Flora.

To: Ibexx who wrote (9370)	7/16/1998 11:33:00 PM
From: Moominoid	Read Replies (1) \| Respond to of 74651

Big buys in after-hour trading and price was pushed up to 117 3/8--higher than Thursday's closing. The link you gave gave the 4pm price not after hours. So far the info I have is that it was off 1 in after hours. David

To: Ibexx who wrote (9370)	7/17/1998 6:52:00 PM
From: Flair	Respond to of 74651

Ibexx & all, - "Microsoft conference call replay". MSFT: 1-800-756-0344 (PASS CODE 1017).

To: Ibexx who wrote (9370)	7/17/1998 7:06:00 PM
From: Flair	Read Replies (1) \| Respond to of 74651

Ibexx & all, - "History of Microsoft's Unrecognized Revenue" =============================== Quarter Total Increase =============================== 1996 1Q 307M - 1996 2Q 495M 188 M 1996 3Q 545M 50 M 1996 4Q 560M 15 M 1997 1Q 651M 91 M 1997 2Q 1013M 362 M 1997 3Q 1285M 272 M 1997 4Q 1418M 133 M 1998 1Q 1671M 253 M 1998 2Q 2038M 367 M 1998 3Q 2463 M 425 M 1998 4Q 2888 M 425 M ============================== Unearned Revenue Microsoft believes that Internet technologies are integral to its products and has committed to integrating these technologies, such as its browser software, Microsoft Internet Explorer, into existing products at no additional cost to its customers. Given this strategy and other commitments such as telephone support, Internet-based technical support, and unspecified product enhancements, Microsoft recognizes approximately 20% of Windows operating systems OEM revenue and approximately 35% of retail versions revenue over the product life cycles, currently estimated at two years. The unearned portion of revenue from Windows operating systems was $1.19 billion at June 30, 1998. Since Office 97 is also designed to be tightly integrated with the Internet, and in the view of subsequent delivery of new Internet technologies, enhancements, and other support, a ratable revenue recognition policy became effective for Office 97 licenses in the third quarter of fiscal 1997. Approximately 20% of Office 97 revenue is recognized ratably over the estimated 18-month product life cycle. Unearned revenue associated with Office 97 totaled $770 million at June 30, 1998. Unearned revenue also includes maintenance and other subscription contracts, including custom enterprise and other organization license agreements.