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Technology Stocks : How high will Microsoft fly?
MSFT 491.12+1.7%Dec 8 3:59 PM EST
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To: Sonki who wrote (14759)1/19/1999 9:05:00 PM
From: Dan Spillane   of 74651
 
That is ridiculous. Why would the stock in June 99 carry a 71-72 P/E with the Y2K freeze and actual Y2K looming right after? Get it in your head...there are three things:
1) Y2K spending spike...already in, has boosted this quarters results.
2) Y2K spending slowdown...possibly just entered according to MS CFO.
3) Y2K spending freeze (actually, all IS spending)...bad second half, dead calendar 4Q 1999.

THEN there is Y2K itself to worry about.

You said:
Stock in june 99 should be at 71-72pe as you have noted time and again that is when you begin feeling uncomfortable.
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