MicroStrategy Inc. (MSTR) Message Board

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Technology Stocks : MicroStrategy Inc. (MSTR)

MSTR 255.01

+3.3%

Nov 5 3:59 PM EST

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To: Alfred W. Post who wrote (606)	6/12/2000 4:37:00 PM
From: cardcounter	Read Replies (2) of 717

I'm sure the company will survive, I'm just questioning valuations. Merrill's 12 month price target was 35 at 4/27/00. The co. may actually be a good speculative investment in that it will have strong revenue growth (maybe 50% plus year over year) driven by its Business Intelligence software. The company has legit customers and the need for smart data mining is real and the competing software is subpar substitute to MSTR's. Strategy.com is just press release fodder. But the events of last week were too much to pass up, mainly unsubstantiated speculation by the retail segment on something that was generally understood (co. needs to obtain some money to expand operations, its previous roadshow was dropped cuz of the accounting issues, and it had sought the services of another ibank to get some $) and should have not been a major surprise, imo. Some price appreciation was warranted if financing was secured but not to the tune of 300% increase.... And you can't help but kick a company who at best doesnt understand basic accounting, and at worst was deceitful.. and has about zero credibility with investors... In addition, the enterprise software sector is getting killed, like CTXS.. I think that has to put some downward pressure on the co...

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