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Technology Stocks : How high will Microsoft fly?
MSFT 486.30-1.5%1:41 PM EST

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To: blankmind who wrote (28005)8/7/1999 4:40:00 PM
From: larry  Read Replies (1) of 74651
 
-Those feedbacks basically answered all your questions.

-I have said all along that YHOO! will be the company that sometime in the future will have the ability to compete with MSFT for net dominance. It won't happen in the next several years, however, its long term potential is great. But YHOO!'s stock is spotting a tremendous P/E or P/S, which is guaranteed to dip when rate goes up.

-Sure if MSFT will offer free service without banners and any other tricks, AOL will feel heavy pressure but it will still be there. To compare AOL with NCSP is just not right, since NCSP has never spotted a market cap of close to 200 billion. Anyway, we can argue about the AOL issue for days without any side winning. The valuation on this issue has been very controversial and will still be so in the near future.

-talking about gorilla stocks, MSFT & CSCO top the list. QCOM and PCS are little gorillas. YHOO! is the future gorilla but with volatile nature. DELL and AOL was gorillas in the past. I can never understand why INTC needs to shoot up after it missed the quarter and only painted a decent future for the second half of the year. It does not make sense.

larry
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