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


To: William F. Wager, Jr. who wrote (17671)3/11/1999 4:01:00 PM
From: blankmind  Read Replies (1) | Respond to of 74651
 
- this confer. call must really be bad b/c the stock is down now to under $160



To: William F. Wager, Jr. who wrote (17671)3/11/1999 4:17:00 PM
From: t2  Respond to of 74651
 
William--thanks for the link.
This is tough to call even though Office is going generate a huge amount of cash.

1st scenario:
Could Maffei CFO--want to announce a eps surprise because he doesn't want it to happen close to the resumption of the trial. That way, their earnings don't stand out.

2nd scenario
MSFT loses out a lot in giving free upgrades to all who purchase Office now. The later they release, the more revenue MSFT loses. Or maybe the PC is slowing down a lot. Why would they want to talk about it now when they plan to be on target for the quarter (i think)

3rd scenario
I give up---I don't have a clue---confused.

Lots of Luck to MSFT longs.