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

To: 16yearcycle who wrote (21059)	4/20/1999 11:01:00 PM
From: Exacctnt	Read Replies (2) \| Respond to of 74651

Eugene, <<< 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.>>> The 750 is not sustainable. You cannot lump the 7.4B in Equity Investments with Cash and Cash Equivalents. They are long term investments and only contribute to earnings when they are sold or maybe, but unlikely, if they pay dividends. Microsoft really streamlines their financial reports. The Investment Income line on their Income Statement includes Interest Income and Gains from the sale of Investments. The reported 720M Investment Income includes 350M of Gains from the sale of Investments. That leaves 370M of Investment Income presumably from interest on the Cash and Cash Equivalents balance. The 370M is the amount that directly relates to a rising or declining Cash balance. Regards, Bob

To: 16yearcycle who wrote (21059)	4/20/1999 11:30:00 PM
From: Tom Kearney	Respond to of 74651

Linux hamstrung by lack of standards? dailynews.yahoo.com Talking to my Oracle rep today... he was bemoaning the lack of opportunity to work on UNIX these days since all his clients are going to NT. He sees no Linux. Course that's just one one guys anecdotal experience, who covers the West Coast from LA to SF. Probably doesn't mean anything. <VBG> Caught some NSOL, CSCO, TERN, AMZN and DCLK last two days. Grabbed 1,000 SEBL Thursday. Disappointed by EMC but holding, natch. Might not ever sell anything again! You and William keep giving me some hints, I might make some money at this yet.