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: Bearded One who wrote (14500)	1/19/1999 7:13:00 PM
From: Alan Buckley	Read Replies (1) \| Respond to of 74651

[Late 1999 is too late due to Y2K work. Companies which delayed product purchases for Windows 2000 now have no reason to do so. Hence, at least some of the increased sales is due to a lack of faith in Windows 2000] Well, in today's conference call Maffei used Y2K as this years excuse for conservatism in the forecasts. However, he also admitted that they don't know if the Y2K spending "bubble" just passed or will pass in the next 3 quarters...a big difference stock-wise. He also proceeded to say the current analyst numbers were a penny light. Maffei said they were concerned that customers "trying to be polite" might say they were not buying for Y2K reasons rather than saying they don't like the new products. I guess this is more in line with your point, and I can see how it may be a problem. However, I have little angst about Y2K in general. It seems to me the people who will have significant troubles with it are those that haven't upgraded their systems in a long time. This group is not terribly interesting to MSFT shareholders. Incredible quarter. I've been in MSFT for 8 years now and can't remember any better.