Novell is Dead. Apple is Dead. Long Live Microsoft! Message Board

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Technology Stocks : Novell is Dead. Apple is Dead. Long Live Microsoft!

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To: Richard Forsythe who wrote (162)	9/5/1996 7:25:00 PM
From: Salah Mohamed	of 238

Hi Richard..>>but I would rather own MSFT than Novell.<< Give me one good reason why would you own MSFT right now. Here is my take on it: The stock is between $120 to $125 There are about $10 in cash Earnings expectation for FY 97 is $4 Growth for FY 97 between 16% to 25% If you assume the high growth number of 25%, then the stock is fully valued at 4x25+10 = 110 Now, considering the following 1. Revenues and earnings were flat over the last 3 quarters 2. Heavy competition from Corel in the suite market 3. Legal battles with NSCP and others I would say, it may be a reasonable buy between 70 to 80. Regards Salah

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