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To: Glenn D. Rudolph who wrote (59205)	5/30/1999 2:11:00 PM
From: Catcher	Read Replies (1) \| Respond to of 164687

glenn, msft is safest play out there with signif upside potential. product intros msn, cable acquisitions, $15 bill cash, handhelds, satellite you name it. down from 95 three months ago. should hold up well even in net downturn

To: Glenn D. Rudolph who wrote (59205)	5/30/1999 2:20:00 PM
From: 16yearcycle	Respond to of 164687

"There is a lot of bullish consensus regarging MSFT. I am game to participate. Anyone have a short and sweet reason?" Allow me.<VBG> The price is relatively depressed due to the lawsuit. Rev growth will continue at a csco like pace for the foreseeable future. Gross margins well over 90%.(I know, it sounds like a mistake, but look it up.)30 billion of invested "cash" slowly being moved from t-bills to tech equities involved in the communications roll out tying us all together, and an attempt by them to stay on top of the fusion between computing and communication. Stated e will be about 2.00 next year but real e will be around 2.50.(Review past discussions about the deferred revenue account, on the msft thread. I will not do it again.)So the peg is about half of csco's. A bad court decision could really hurt, especially if their future investments don't do well. I think they will be successful enough in court and that the investments will do well. It is a very long term deal for me; more than 6 years now.

To: Glenn D. Rudolph who wrote (59205)	6/2/1999 1:36:00 AM
From: Mark Fowler	Read Replies (1) \| Respond to of 164687

cgi.pathfinder.com Who's likely to be hurt by high-speed Internet access? Some of today's biggest Net successes. cgi.pathfinder.com ..."In April the Financial Accounting Standards Board (FASB), the professional rule-making group, voted unanimously to end the pooling-of-interests method of accounting that's used in over 70% of mergers (measured in total dollars), including Travelers-Citicorp and NationsBank-BankAmerica. FASB has also proposed eliminating write-offs of in-process R&D, a favorite but controversial tactic of big tech acquirers like Cisco and Compaq."