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

To: miraje who wrote (11510)	10/20/1998 6:01:00 PM
From: Dan Spillane	Read Replies (1) \| Respond to of 74651

INTERVIEW - Microsoft (NASDAQ:MSFT) CFO sees Q2 upside (My comment: the key here is estimates should go up, to reflect improvement perhaps even on a ?sequential basis? This is the best quarter and outlook I have seen for Microsoft in many years.) Reuters, Tuesday, October 20, 1998 at 17:34 By Martin Wolk SEATTLE, Oct 20 (Reuters) - Microsoft Corp. Chief Financial Officer Greg Maffei said Tuesday he expected the company to meet or beat analyst estimates for the current second quarter after factoring the upside surprise of the first quarter. "I'm going to suggest that there may be some upside to the numbers that the Street generally has," Maffei said in an interview. "I think we should be able to meet those and perhaps exceed them." He declined to give details ahead of a conference call with analysts. On average analysts had expected Microsoft to post second-quarter earnings of $0.52 per share, compared with $0.42 a year earlier, according to First Call, although the consensus estimate likely will have to rise by at least seven cents to account for the much better than expected first quarter. Maffei said the second quarter would be boosted by a variety of seasonal factors including holiday sales of personal computers and consumer software, year-end business buying and improved performance in Europe. While Microsoft's revenues rose 26 percent in the first quarter ending Sept. 30, in line with expectations, per-share earnings rose 56 percent in part because of sequential declines in spending on marketing, product support and research and development, Maffei said. Copyright 1998, Reuters News Service

To: miraje who wrote (11510)	10/20/1998 11:55:00 PM
From: ToySoldier	Read Replies (4) \| Respond to of 74651

Hi James! Glad to meet you. Repetitive postings on exactly what the earnings report was is so highly informative now isnt it! I think that since the market closed this afternoon, there have been over 50 posts (normally on this board there are about 2-5). Of the 50+ posts, I would say 40 said the same thing. As for my posts about comparing MSFT to NOVL (one of MSFT serious competitors). Your right - MSFT should not discuss or even worry about what its competitors are doing. Afterall, they will just break the law and strong-arm that competitor into submission. You are right on both counts! I am predicting that MSFT products are inferior - and I am applauding that the DOJ is putting MSFT back in line and teaching it what it has taught IBM years ago. I dont understand you supposedly "ironic" comparison. One goes hand-in-hand with the other. Last comment - never assume: you make and ASS out of U and ME. Believe me - I'm employed and by a company that makes MSFT look like 2-bit operation. But I'm sure you have been brainwashed into thinking that MSFT is the biggest company in the world. I would agree that MSFT is the biggest marketing company in the world. Keep living in your little dream world. Thanks for the posting! Toy