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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

3:59 PM EST

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To: Krishna A. Ubrani who wrote (8133)	9/24/1997 6:43:00 AM
From: Jeff Maresh	of 70976

Krishna - If you want to see something interesting, compare a few numbers for MSFT with GE. I think GE has the highest revenues of any US company at this point and has been having pretty good growth for the past few years. Look at these numbers: Company Revenue Market Cap PSR ------------------------------------ MSFT $11B $158B 13.9 GE $79B $205B 2.4 MSFT has about 1/8 the revenues of GE yet has 3/4 of GE's market cap. The PSR on MSFT is begging to get whacked! >Companies like Oracle and Microsoft do only software but have huge caps. Regards Jeff

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