Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (5336)	9/14/1997 10:11:00 PM
From: phbolton	of 9285

Roger: In my opinion MSFT is one of those stocks about which zillions of folks and managers have strong emotional ties to. It is probably like IBM was 12-15 or so years ago. There should be a significant time gap between when it is obvious that the growth rate is down to 10-12-14% and will stay near 10% for the forseeable future and when the stock drops to a realistic PE. There are too many ANDs and ZITLs (and soon YHOO?) for me to go after MSFT at this time. I currently think the same about DELL-- its so overvalued that there will be a long time to play it on the down swing. I could be wrong but so many love MSFT so much.

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