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| Author | Topic: Microsoft (MSFT) |
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lockin |
posted 01-18-2000 04:07 PM
 
Keep in mind that MSFT can manufacture just about any earnings they want through creative use of deferred revenues. I'm expecting 47 cents, but I could see it being a couple cents away from that in either direction. |
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newsman |
posted 01-18-2000 03:44 PM
Any predictions on what the earnings number will be when they report later today? The street is looking for 42 cents, but we all know it's going to be better than that... the question is, how much better? |
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scripter |
posted 01-18-2000 02:57 PM
More possible interpretations: - MSFT wants people to think that with a new leader maybe they won't be as predatory. (anyone who knows Ballmer probably wouldn't believe this, though) - Before, the DOJ could've said it would be easy to break MSFT into two companies: Gates could run one and Ballmer the other. Maybe Gates thinks that if he goes into semi-retirement it weakens that logic. (This is probably a long shot, though) |
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netinvestor |
posted 01-14-2000 12:15 PM
Its certainly possible that it has something to do with the DOJ case. I've been reading quotes from people at microsoft saying that this was basically just an affirmation of the way the company was actually working. This will probably allow him to spend more time on the new technologies though which is a good thing for Microsoft. |
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humanity |
posted 01-14-2000 11:30 AM
netinvestor, another way of looking at it is that "Bill Gates Stepped Down from CEO," and that is a big change from before. Regarding the Chief Software Architect position, Gates stated that he wants to spend more time working on developing new computer technology, the part of the business that he has always loved the most. "I am going to take a new role, and it will allow me to spend most of my time on these new technologies," he said. Although I can't help but question the timing here, and wonder if this has a direct relation with the soon-to-be announced punishment or settlement from DOJ. But I have no idea what the connection is. |
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InvestorGuide Daily Administrator |
posted 01-13-2000 06:21 PM
Microsoft announced that Steve Ballmer, the president of the company, will replace Bill Gates as CEO. Gates will remain as chairman and assume the new title of "chief software architect." http://www.zdnet.com/pcweek/stories/news/0,4153,2422002,00.html |
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netinvestor |
posted 01-13-2000 05:01 PM
Here's a new one: "Bill Gates Promotes Steve Ballmer to President and CEO;Gates Creates New Role As Chairman and Chief Software Architect" What the heck is a Chief Software Architect? |
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InvestorGuide Daily Administrator |
posted 01-12-2000 06:32 PM
The Justice Department described as inaccurate a USA Today report indicating the government had decided to break up Microsoft. http://news.cnet.com/news/0-1003-200-1521345.html |
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gatsby |
posted 01-12-2000 10:39 AM
Ah, the pieces of my argument continue to fall into place. Granted it could never be proven (the idea that Gates wanted MSFT broken up all along), but if the prosecutors present this as their recommendation, alot will be seen through how MSFT fights it. If it's half-hearted like their original defense was, than my theory wins. But if they succeed in fighting it, then i'll move to another board  . |
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humanity |
posted 01-12-2000 08:58 AM
I just read that the federal prosecutors have agreed upon favoring a breakup of MSFT into three smaller units. Word is that if this is what is presented to the arbitrator and judge, MSFT will fight it. I would be surprised if the prosecutors didn't ask for this - it's their job, once they get a conviction, to basically ask for the most extreme penalty, assuming that it will be commuted slightly for a more feasible penalty. If they started lower, then MSFT may get off too easy. |
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InvestorGuide Daily Administrator |
posted 01-11-2000 06:40 PM
More big U.S. technology names are lining up for a share of the wireless internet boom, in a rising tide of partnerships, making Microsoft look increasingly isolated. http://www.zdnet.com/intweek/stories/news/0,4164,2420724,00.html |
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Bill Tarr |
posted 01-11-2000 05:06 PM
It's all good. As a MSFT shareholder, I cheered when AOL acquired Netscape, because I knew the browser war was over. It's even more over now. But it's even better than that, because AOL is now a media company, not a technology company. (One could argue that AOL was never a technology company.) As long as MSFT sticks to its knitting (software), it's going to continue to grow by leaps and bounds. |
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Mr. E |
posted 01-11-2000 04:09 PM
Any opinions about what the AOL Time Warner merger will mean for MSFT? |
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InvestorGuide Weekly Administrator |
posted 01-10-2000 12:23 PM
Microsoft's internet acquisitions and equity investments have been very strategic and very smart. http://www.msnbc.com/news/354633.asp |
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InvestorGuide Daily Administrator |
posted 01-03-2000 06:13 PM
Microsoft's appeal to remove Lawrence Lessig as an adviser to U.S. District Judge Thomas Penfield Jackson failed. http://www.zdnet.com/pcweek/stories/news/0,4153,2415435,00.html |
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