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

To: Miguel Octavio who wrote (21045)	4/20/1999 9:46:00 PM
From: Andy Yamaguchi	Read Replies (1) \| Respond to of 74651

Deferred$400Mil is for office2000 rebate. Using sales of stock to compensate this rebate in order to cook the book just showed that the MSFT does have problem to keep growing. MSFT deferred $400Mil rev. but have $720Millions of investment income. Remember it is not $400 Millions of investment income. Do your math and you will know that MSFT is cooking the book this Q.

To: Miguel Octavio who wrote (21045)	4/20/1999 10:18:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 74651

Let me go over this one more time. They have 21.7 in cash alright, but they also have 7.4 billion in "equity investments." So the total is 29.1 billion. At 10% per year, they would generate 2.9 billion or about 750 million a quarter, so the 750 is in fact sustainable, and will increase. Any of you getting off on this bs need to study the quarter. The 750 million is going to go up and up. All the analysts know this. MSFT is stockpiling huge amounts of cash because they are being hamstrung by the government. They can toy with the figures within reason as they are running the most successful business in history, and will soon have a fund of money bigger than any mutual fund. Is this so tough to get! 29.1 x 10% = 2.9b/4= 725 million. This will be added to o.e. and grow and grow. They have about 4 billion of earnings deferred, too. The wealth is obscene. You bears can criticize them for a lot of things, but it is asinine to criticize their financial statements and balance sheets. If you all don't get it now, there is no hope for you. and I don't mean Miguel, who seems to get it. Geez.