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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (49429)	3/2/1999 10:13:00 AM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Ramsey, the key for MSFT is unit growth. I think unit growth is falling this year and may be running at a negative rate by year end, but that is only a feeling with smidgeons of evidence right now. At 64 times eps, this co. needs 10% unit growth in pcs, IMHO. They would also like to make more progress in higher end products and on the net, but these are lesser concerns. I think MSFT may be getting ripe for puts, but it will be a tough egg to crack. MB