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: VICTORIA GATE, MD who wrote (10827)	9/18/1998 3:46:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 74651

Oops!...MSFT Goofs with Web-TV. Another $400 million down the drain? techweb.com Microsoft's WebTV set-top box may vanish within two years, as consumers turn to lower-priced PCs and digital-television receivers to access the Internet at home, according to analysts. "The set-top box on its own really has no future," said Paul O'Donovan, consumer applications analyst at Dataquest, in Egham, Surrey in the United Kingdom. "The stand-alone set-top box will just disappear. They will probably disappear in the next 18 months to two years as digital television arrives." "WebTV hasn't been too successful because they are offering the box to people who are neither PC- nor electronic device-literate, and only reaching a small market," he said.

To: VICTORIA GATE, MD who wrote (10827)	9/18/1998 8:01:00 PM
From: energy_investor	Read Replies (2) \| Respond to of 74651

But, looking ahead a few more years .... jos.org Java plus the Linux open development paradigm -- who knows?

To: VICTORIA GATE, MD who wrote (10827)	9/19/1998 3:46:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

CS first boston says 2.25 for June ending year. Greg Moeffi already indicated 2.20 range. But as you see rest of the analysts haven't caught up yet. I see MSFT doing 2.50 to 2.67 for FY99. Currently at 105, the stock is trading at 47 times the FY99 of Moeffi's forecast, 46 times CS first Boston estimate, and 40 times my estimate. It is very hard to predict short term but I see reasoanable probability to get back to previous peak of 120 by October 20th and then to 150 to 190 range by mid next year. We will see the next split by Sept - Nov 99 when stock gets to 160 to 180 range. The only thing that amazes me is that that 20MSFTG would have a market cap of $500 Billion, ya, that is 1/2 a trillion. johnd