MSFT Internet Explorer vs. NSCP Navigator Message Board

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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Reginald Middleton who wrote (15355)	12/22/1997 7:18:00 PM
From: Scott Pease	Read Replies (1) of 24154

I have a 63 page economic model that values MSFT in real time under 53 different scenarios. I have a very tight grasp on what the valuations on MSFT are, potential and actual. Have you made a similar effort? I have a 100 page document stating why I should make $100 million a year. That and 75 cents will buy me a Coke. Ever heard the old saying "there are lies, damn lies, and statistics"? Temporary bouts of insanity aside (cf Yahoo, Amazon) the markets tend to be fairly efficient. Currently Microsoft is being devalued since a majority of investors feel relative to next years growth Microsoft is overvalued. They are doing the same thing with Asia. You may argue all you like, but when the rubber hits the road I doubt you'll be buying millions of shares at $127. Definitely at $110 there will be intense buying, and at $150 intense selling. In between is speculation, and your opinion is just as valid and correct as my 3 year old daughter. No matter how many pretty labels you put on a package, the contents are still snake oil.

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