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


To: DavidD who wrote (12529)11/23/1998 4:16:00 PM
From: Gerald Walls  Read Replies (1) | Respond to of 74651
 
What % of revenues are projected to be from Win2000 in 2000 and 2001? 75%? 90%?

All OS stuff was just under half of revenues this last quarter (Q1-99):

Platform Products (98/NT/CE, WebTV): $1.9B
Applications and Tools: $1.7B
Interactive Media (CDs and Hardware): $316M

If you want to look at MSFT financial data and you didn't get your annual report :-) then look here: microsoft.com

This part is funny:

Microsoft's cash and short-term investment portfolio totaled $13.93 billion at June 30, 1998.

...

Management believes existing cash and short-term investments together with funds generated from operations will be sufficient to meet operating requirements for the next 12 months.



To: DavidD who wrote (12529)11/23/1998 10:03:00 PM
From: Reginald Middleton  Respond to of 74651
 
<The off balance sheet liability relates to valuation. If MSFT must support its P/E, NT must be a winner.>

Yes it does, but the valuation is off. See rcmfinancial.com