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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 665.67

-0.9%

Nov 17 4:00 PM EST

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To: pater tenebrarum who wrote (32496)	11/5/1999 7:40:00 PM
From: Ramsey Su	Read Replies (5) of 99985

MSFT could have major impact on NAZ and QQQ. MSFT's monopoly is not only market share but also pricing power. First, a $20 billion revenue company is not worth $460 billion market cap without being a monopoly. Let us give it a 10X sales valuation. Then MSFT should have a market cap of $200 billion or about $40 a share. Second, without the monopoly, Windows should be at most a $50 retail product, especially the upgrades which should be a $10 product. How MSFT can maintain the $20 billion rev would indeed require some of what Bill Gates claims all along - innovation. Unfortunately, MSFT has never been know for innovation. If MSFT is priced properly, it would almost be a new era for the Naz, QQQ and the DOW also. Anyone care to discuss what may become of all these indexes in the immediate future, assuming MSFT does tumbled back down to earth? Ramsey

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