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

To: t2 who wrote (14762)	1/19/1999 9:44:00 PM
From: Dan Spillane	Respond to of 74651

Aha, but that day probably WILL come in calendar 4th quarter of this year due to the Y2K I.S. spending freeze which is sure to hit by then, if not before. That is, if you listen to the MS CFO and others including Intel and HWP. And what about after Jan 1st, 2000 if there are disruptions of any kind due to Y2K? "Freeze" means DOWN sequentially and YOY. You said: Unearned Revenue will continue to go up as long as MSFT keeps growing. There is always more going into the account than coming out(being recognized as revenue). I think this will only reverse if MSFT starts reporting reductions in Total Revenues year over year. I hope that day does not come.