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

To: Elmer who wrote (14763)	1/19/1999 9:54:00 PM
From: JP Sullivan	Read Replies (2) \| Respond to of 74651

It's common knowledge that MSFT tends to be cautious with its forecasts--a most agreeable approach, if you ask me. But if you think about the last quarter's figure of 73 cents, you have to ask yourself why MSFT didn't hold some of that back to smooth out the next two quarters, especially if it thinks that the past quarter was a result of the so-called Y2K bubble. Reporting 65 cents would have convincingly beaten the 59-cent consensus and kept the stock up, with 9 cents KIV'd for the not-as-good quarters for the remainder of fiscal 99. I believe that the company has a few aces up its sleeve to match or better the 73 cents. Don't forget that Office 2000 is due for release in a few short weeks. I was at a preview and came away convinced that this release will be a hit. One thing I have to say about MSFT is that just when you think the company has given all it has to give, it comes up with something better. This is one heck of an organization, regardless of whether you love it or hate it.