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Technology Stocks : How high will Microsoft fly?
MSFT 476.24+0.3%Dec 16 3:59 PM EST

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To: miraje who wrote (4719)1/22/1998 12:19:00 AM
From: Leeza Rodriguez  Read Replies (1) of 74651
 
If the forward guidance is for flat sequential revenues over the next few quarters, a trailing PSR=14 is obscene.

And that's being nice.

A company with net margins=31% and FLAT sequential revenue should trade closer to 9-10 x sales, as opposed to 14 x sales.

This is the most amazing company on the face of this earth, but this seems like a good place to short. Just an opinion. No flames please :-)

Leeza Rodriguez
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