RBC Capital Thinks MSFT is good
(2006-12-21 09:42:28)
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RBC Capital Thinks MSFT is good
与几天前对AAPL的乐观如出一辙:
RBC Capital将微软2008财年收入预期由555亿美元调高至567亿美元,并将每股盈馀预期调高1美分至1.71美元,原因是看好Vista、Office和Exchange的销售前景。
RBC Capital更看好Exchange Server和Office套装的销售前景,并认为Exchange升级版将带动成长,增幅高於原先预估。
美银证券在一份报告中指出,根据个人电脑零售业的调查显示,Vista对第四季度个人电脑销售没有明显的影响,但Vista可望提振2007年个人电脑销售。
MSFT跌0.08元至30.01元。
MS Exchange Server accounts for only less than 2.5% of MSFT revenue. It's about $1B every year. It really has nothing to boost up MSFT. ESP from $1.70 to $1.71 is nothing too.
Short MSFT here!