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Strategies & Market Trends : Professional Equity Analysis - the Pursuit of True Value

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To: cape radical who wrote (32)1/28/1997 6:38:00 AM
From: Reginald Middleton   of 102
 
Thanks for the compliments on the site. Feel free to call me anything you like as long as its polite. I apologize for not getting the updated model out to those who were expecting yesterday, but I decided to work out a few bugs first. The updated versions are currently posted on my site. For those of you who do not have Excel, you can download a read-only veiwer from MSFT (the link is on the download page at my site).

If you are not familiar with the MSFT vs. NSCP competition, please review the followign links (be aware that they are four months old, and somewhat dated). I will soon perform an in depth analysis of MSFT using the modeling methods described in my previous posts.

Op-Ed
rcmfinancial.com

MSFTvs. NSCP
rcmfinancial.com

BTW, the analysis was enlightening, ESST, according to your numbers, will pull significantly ahead of CUBE when resources become more scarce. Inefficient use of capital can be disguised by breakneck growth, but when a decent return are requisite for survival during hard times, the truth becomes much more apparent.
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