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Technology Stocks
How high will Microsoft fly?

An SI Board Since May 1996

Posts	SubjectMarks	Bans	Symbol
74651	338	0	MSFT

Emcee: Al Bearse	Type: Unmoderated

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Reply	Message Preview	From	Recs	Posted
72601	Funny, IBM doesn't seem to feel that way. Perhaps the headline should be &	ProDeath	-	10/18/2002
72600	Microsoft licensing earns big results True Then I wonder in Asia will adopt L	Ahda	-	10/18/2002
72599	This seems like a good article: Microsoft licensing earns big results By Joe Wi	The Duke of URL©	-	10/18/2002
72598	Microsoft's Ballmer Sees Free Software as Enemy No. 1 quote.bloomberg.com	Rusty Johnson	-	10/18/2002
72597	I hope you weren't referring to me as not being able to read a balance sheet	SouthFloridaGuy	-	10/18/2002
72596	The revenue is coming from the licensing of the software and subsequent upgrades	Ahda	-	10/18/2002
72595	<i>It sounds to me like the "unearned revenue balance" then depe	The Duke of URL©	-	10/18/2002
72594	It sounds to me like the "unearned revenue balance" then depends on fu	Dan Spillane	-	10/17/2002
72593	Microsoft posts surprisingly strong Q1 By Matt Berger October 17, 2002 5:34 p	Ahda	-	10/17/2002
72592	The question of how revenue was booked gets confusing when you read this. these	Ahda	-	10/17/2002
72591	Since neither "techincal" stock market pickers, nor day traders like y	The Duke of URL©	-	10/17/2002
72590	All earnings are loaded now - who cares if they beat!!!! The price is insane an	westpacific	-	10/17/2002
72589	Yes, and good analysis requires cleansing of the financial statements and compar	SouthFloridaGuy	-	10/17/2002
72588	MSFT earnings were front-loaded. Plain and simple.	SouthFloridaGuy	-	10/17/2002
72587	No, I hadn't noticed and still can't find out what you mean. Maybe you c	ahhaha	-	10/17/2002
72586	<i>There is accounting thingy called the Clear Reflection of Income Doctri	jonkai	-	10/17/2002
72585	No, you are missing a very vital point. Good accounting presents reality. If t	The Duke of URL©	-	10/17/2002
72584	You are missing a vital point. If customers were pressured to make a future buy	Dan Spillane	-	10/17/2002
72583	I agree with you that IBM's accounting is, politely put, arcane, but not MS.	The Duke of URL©	-	10/17/2002
72582	That is exactly my point. MSFT used to be more conservative. This time, they fo	Dan Spillane	-	10/17/2002
72581	No, I haven't. MS's accounting is far more consevative than atmel mrv an	The Duke of URL©	-	10/17/2002
72580	Had anyone noticed that both IBM and Microsoft pulled earnings from next quarter	Dan Spillane	-	10/17/2002
72579	I think that the main reason for the high penetration level over here, has been	dybdahl	-	10/17/2002
72578	That's nice. I'm anxiously waiting for the US to catch up with Denmark,	David Howe	-	10/17/2002
72577	From MarketWatch << 1:44PM Software sector tracker surges above resistanc	David Howe	-	10/17/2002

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