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

To: Sir Francis Drake who wrote (22693)	5/13/1999 8:26:00 PM
From: John F. Dowd	Respond to of 74651

SFD: Seems reasonable from a trader's perspective. With a $7 cost basis I am somewhat married to this beauty. I still believe that Office 2000 and Win 2000 will be huge not to mention that PC sales are booming. JFD

To: Sir Francis Drake who wrote (22693)	5/13/1999 10:39:00 PM
From: Maverick	Respond to of 74651

Lheman is bullish on MSFT, rates BUY, target $92 Summary We remain comfortable with our Q499 application revenue assumption of $2.1 billion. We believe that two issues could somewhat cap Office upside in current quarter. Upgrade of Office 2000 has more SKUs then past releases. Microsoft will lead off with the release of the Premium Edition; this version contains Front Page and Photo Draw. This is a complicated version (multiple CDs, to multiple customers, in multiple countries); therefore the Street date will be June 10, 1999 -- three weeks from the end of Q499. Microsoft product managers are also consolidating multiple separate English-speaking versions of Office 2000 into one International English version. This is an achievable, but laborious task, which makes a quick release more complicated than past Office upgrades. With an increasing amount of Office being shipped directly to customers, the impact of the retail launch will be somewhat muted. Uptake in the corporate market will be good, but will require longer evaluation cycles because of multiple versions. lehman.com