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Pastimes : All Clowns Must Be Destroyed
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To: Stcgg who wrote (28265)4/21/2000 6:38:00 PM
From: Lucretius  Read Replies (1) of 42523
 
i see a co w/ a book value of $7 (that includes your cash btw if you don't know how book value is calculated... of course, i didn't take the time to check tangible book as it probably even lower as many of these techs have lots of intangibles). I also see a co who's main advantage and the reason for their enormous margins is a MONOPOLY on operating systems. that advantage is now being stripped away.... i price co's based on FUTURE earnings... i could care less about .43 this qtr; that's ancient history to me. MSFT (like other companies) is worth its assets and future earnings stream discounted back by the risk free int rate of government securities. (i see that int rate rising btw thus making the value of those future earnings even less).

at around 50x earnings and 20x sales... i say its still egregiously overpriced... especially since nuclear winter is in the early stages of hitting the PC mkt (as evidenced by MSFT's sales and stmts concerning Q1 '00) and we should enter recession by July. There's also MSFT's option program that it uses to offset salary costs.. but we won't get itno that -g-

i'd short the crap out of it here.... but i think there are better targets that will fall MORE -g-

i'm no expert of Soft, but that's my crazy reasoning... no charts, no oscillators, no magazine covers, no bobby b pammy cups or triangles w/ parrell squares and a cherry on top.... just FACTS.

don't be a clown. for soon.... ALL CLOWNS WILL BE DESTROYED... very soon. -g-
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