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CREDIT SUISSE gowh at Bes / ars y y. burness, ibet limpy. cospolion and macro ureativer. Ew whomong on Shiare arice nerflermance Source: Crese Subse

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CREDIT SUISSE gowh at Bes / ars y y. burness, ibet limpy. cospolion and macro ureativer. Ew whomong on Shiare arice nerflermance Source: Crese Subse ven the simplest forecast vilires a bakic ineatment thesir or viewpoint. Vhich investment Thesis type best matches the CSFb analysts outlock for Microsoft? A. Create a New Market e Gain Share of an Exstine Mant C. Dinupt a Manct Fich of these descriposos beit summarises the analysh Investuent Thesid? A Create a Nea Market e Gain Share of an Existine Market E. Dinpt a Market ov are 'beariah' and have great concems that these negative trends wil persist. What is the best cholce of growth rates to demonstrate the most negative outlock? Choose the number closest to your forecast. ou decide to stick your neck out and make a major call on Microsefr's stock. mplement a very negative forecast below expoctations. Here, you expect Grows Mar ve the SFAM "Income StatementiGAAPY" and insert these forecasts into the yellow f \begin{tabular}{l|l|} \hline Revenue Growth & 10% \\ \hline Gross Margins & 62% \\ \hline OpEx Pertent of Reverves & 33K \\ \hline \end{tabular} re your EEIT margins higher or lower than in the Bullsh forecast a bove (Row 100) ? Of 34 analysts publishing on Microtiofts shares, the following is the conaencus estmate. These are NEW rumber not the Bullsh or Acanh figures you ssed in the pror Assigmments. YESI Please chonge of the numbers so that you ortie ot the foures below, This is a new problen. We the SFAM is Model to buld a forecast for zo206 and 202 if that meet the comomai. Hints: Fint adpust the Revenue vowh nefe in the SFAM model that sats the Revenues to match the consensus. Donot touch arir of the chervariaties in the model. What is your CaiT forecast in Stas for 20200 ? (This meam you should enter' 10 for 510 billion.) What revenue growth rate would you expect bo see for 2023

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