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Technology Stocks : All About Sun Microsystems
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To: Alok Sinha who wrote (20179)9/23/1999 8:25:00 PM
From: JC Jaros  Read Replies (2) of 64865
 
But Alok, in Ballmer's view, all .coms, IPOs and anything related to the tech world that's not MSFT is 'overvalued' from the M$ perspective. If Ballmer goes the next step and includes MSFT (Ballmer valuation model), then the only thing that can be assumed from that is that MSFT is 'warning' (and not just for the current quarter).

If we are going into a new computing paradigm, which there is ample evidence to support (of which perhaps this is merely the latest evidence), what good are historical numbers applied to valuations?

-JCJ
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