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: johnd who wrote (12855)	12/1/1998 11:44:00 PM
From: mozek	Read Replies (1) \| Respond to of 74651

John, Hardware, platforms, apps, content, and people comprise the Internet. I believe that much more than 5% of Microsoft's business is related to the Internet. That said, I wouldn't mind seeing the stock rise slowly either. Mike

To: johnd who wrote (12855)	12/2/1998 9:37:00 AM
From: Reginald Middleton	Read Replies (1) \| Respond to of 74651

<While I get temporarily exhilerated on stock surges, YTD, the stock is up 100% while revenues have grown about 28% and EPS has grown about 36%. I worry when the stock moves much faster than revenues and EPS growth curves.> You failed to take into consideration that R&D and marketing are up, as well as deferred revenues and M&A. Little bit and pieces that are not truly administrative expenses chip away at the earnings and can caused one to be mislead in terms of MSFT's true economic earnings growth.