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

To: William Hunt who wrote (13788)	1/4/1999 2:17:00 PM
From: t2	Read Replies (3) \| Respond to of 74651

THREAD ---MSFT report date ( January 19 ) and whisper # C'mon -- they even list the report date for Oracle as Mar 10/99. Whisper #s for MSFT are meaningless.

To: William Hunt who wrote (13788)	1/4/1999 4:08:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

The whisper number of 61c will become about 63c in two weeks (that is how whisper numbers move). MSFT has to deliver about 65 - 66c and also has to give at least moderately positive outlook to to keep the stock where it is i.e. at 140 and at a trailing PE of 64 inclusive of this Q EPS. The problem area are following: (a) Revenue growth would be only 25% (b) Microsoft won't split (c) Microsoft will guide flat 3Q compared to 2Q There is good chance that by end of Jan or by end of Feb. we will see high 120s to low 130s. That will be good point of entry for long term holders. johnd