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


To: johnd who wrote (14743)1/19/1999 8:39:00 PM
From: JRI  Read Replies (1) | Respond to of 74651
 
For those of you who heard the cc....was it a typical Microsoft "downplay" looking forward....or do you sense real concerns (slowdown due to Y2K and/or international economies)...Any forward-looking comments concerning PC sales (corporate, consumer?)....TIA.



To: johnd who wrote (14743)1/19/1999 8:56:00 PM
From: Sonki  Read Replies (2) | Respond to of 74651
 
john, do you think msft would report lower erning Qurter ove qurter?
I doubt it. the reason it's got high pe is cuz the street expects msft to do progessively better.
If msft was going to report lower<56, .71, .63, .64 => 2.54.> then they would have managed this qurter better so as to not come in so high. So I exect the next two qurters to be at least .71 or better. Stock in june 99 should be at 71-72pe as you have noted time and again that is when you begin feeling uncomfortable.
so .56, 71, 71, 71
56+3*71=269 2.69*71 = 190.99 oh and where did u get 71 i thought msft reported 73 and is now obligated to do better.
i m not arguing about u selling. cuz no one knew how good the ernings would be and it's always wise to sell before erning if it's your trading positions.



To: johnd who wrote (14743)1/19/1999 9:11:00 PM
From: Elmer  Read Replies (1) | Respond to of 74651
 
The guidance looks weak. I think its down tomorrow.



To: johnd who wrote (14743)1/19/1999 10:33:00 PM
From: Jake0302  Read Replies (1) | Respond to of 74651
 
johnd - face it, you were far off. the earning suprise is huge. the stock will gap up to 164+. perhaps there was no split announcement now, so that they could get another bounce in 2 weeks, which is similar to last year's timing. this stock is going up up up. Greenspam will speak, say we are at dangerous levels, but I doubt that he will "pop" the market with threats of an interest rate increase. we are looking at a rotational move of the market from the old economy to the new economy. MSFT is a 'net stock, for real, and growing in strength. the news is going to be better daily with the trial going over to the MSFT case. we are in very strong shape. we'll see 120.... split adjusted in a few months.