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

To: Teflon who wrote (20943)4/20/1999 5:42:00 PM
From: Stephen  Read Replies (3) | Respond to of 74651
 
Just a question, but doesn't the 35 cents include the sale of investments, as they promised they would do to make up the shortfall for the $400 mil rev deferral ... As such, they just made up the earnings shortfall by selling what was required. This sale wouldn't usually be included in operating earnings ... so I can see why the stock is trading down in afterhours. I guess more deatils will follow



To: Teflon who wrote (20943)4/20/1999 5:43:00 PM
From: taxman  Read Replies (1) | Respond to of 74651
 
"not a lot to worry about"

fiscal 99, 00 and 01 estimates will soon be raised in my opinion. i don't see a y2k problem for the reasons you stated. will hold onto dell, sunw and msft. orcl and ifmx could be sleepers. do you still own orcl?

regards



To: Teflon who wrote (20943)4/20/1999 5:47:00 PM
From: Jill  Read Replies (1) | Respond to of 74651
 
Nice post, good questions, Teflon.
Jill


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