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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 659.00

+1.0%

Nov 21 4:00 PM EST

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To: majaman1978 who wrote (81397)	8/14/2001 11:49:18 PM
From: Timetobuy	Read Replies (2) of 99985

After XP is released and the DOJ case is settled, investors will have to focus on valuation. I agree with your view of XP. There are plenty of other things companies and consumers NEED to spend money on and a new OS and computers will be low on their wish list. The XBox could make a bigger impact, but at a p/s of nearly double what other quality software companies are now sporting and a pe high considering the growth rate of msft, I seriously doubt it can rally much into year end. In fact, it could see the low 50's and possibly even lower. I expect that msft will either trade in a range with 64 holding or underperform other software companies into the end of 2002 from today's prices. Reason being: others have already been hit and the valuation of msft is much higher than the others. Upside is limited on msft, jmho.

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