The conference call made me think we are going to see north of $10 of EPS next year, not under $9 as estimated.
Estimates have EPS lower in Q1 then in Q4. I don’t get it. The business is bursting at the seems with higher revenue and expanding margins.
If EPS for Q1 suggests a $10+ year, this thing will move on to a whole new path upwards - $350 will shortly follow.
35x earnings is Msft traditional P/E.
That P/E existed without negative rates and in an inferior operating environment
$Microsoft(MSFT)$
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