How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 506.00

+1.8%

3:59 PM EST

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To: johnd who wrote (43070)	4/25/2000 5:19:00 AM
From: Byron Xiao	Read Replies (1) of 74651

John, how the hell did you get to those numbers? $80 for the internet company of MSFT? That's over $400B, more than the twice of the combined value of AOL/Time Warner + Yahoo, which owns three of the top 4 portals in the whole frigging planet. Who the hell will give that kind of valuation to MSN and some junks? I would be crazy to pay anything more than 50B. which is comparable to Yahoo. Even though they have a monopoly on desktop PC's OS now, when others offer free OS, you can't keep charging them 200 bucks per PC when the hardware only costs 600 bucks, right? The Windows company would be facing some very tough competitions. That's going to be a cut-throat market. I say it doesn't deserve to be valued at more than 150B. The Office/apps company should do very, very well. I actually incline to pay $50 for that part. No one is even threatening MS office at this point. Overall, the break up company would worth $85 in the current tech doomsday environment. A breakup at this price is cheap in my opinion. Now, if we are in the same climate as when NASDAQ hit 5K, then how high it will go will be driven by how greedy investors are. But I see value at around $65, definitely. The internet company alone willbe worth $80 a share. The windows company worth about $60, the apps company $80. You are getting $220 worht of company for peanuts.

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