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Strategies & Market Trends : Value Investing
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To: Dave who wrote (18229)12/22/2003 10:40:53 AM
From: Jurgis Bekepuris   of 78744
 
Dave,

>There is something else to consider about Microsoft.
>There is a battle for the Internet, but this isn't
> your well publicized battle.

Yes, I am aware of at least couple of battles that Microsoft is fighting right now and winning some of them would lead to additional revenues and income. However, it is not obvious that Microsoft will win and furthermore Microsoft is so large that some of the wins will have only a marginal effect on Microsoft's earnings. MSFT has the same problem as BRK - size. They need huge wins to have any significant effect on earnings.

Overall, I would not bet that MSFT can grow earnings in any significant way. I am pretty much looking at the company as a cash cow. If a cow grows - fine, that's a bonus. :)

Jurgis - Moooo!
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