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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (18202)12/18/2003 12:51:03 PM
From: Jurgis Bekepuris  Read Replies (4) of 78476
 
MSFT's ROE has in the last years slid down to 15% and is very unlikely to recover. The company is huge and it is quite difficult to find high-ROE areas for expansion. Assuming the ROE remains at 15% level, the estimated annual return is ~5%, which is not a buy. For me it is really a sell.

Your mileage may vary, since IMHO techs are on a way to yet another bubble. Who knows how high we'll go this time.

Jurgis
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