How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.25

-1.1%

3:04 PM EST

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To: Richard Forsythe who wrote (265)	10/16/1996 9:06:00 PM
From: Valley Girl	of 74651

I know, I know. I'm kicking myself for not buying it in the 80s during the breakout. I knew it was undervalued, but greedily hoped for a pull-back to the 70s which never came. I almost traded it from 99. For some reason I just don't like hardware companies as much. One reason I'm fearful is that INTC growth ultimately correlates 100% to new box sales, while MSFT can keep churing out products even when the box market is sated. I'm concerned at these levels that INTC is trading on artificially inflated sales. I suspect that the price policy change, coupled with Japanese entrants into the PC market, help 'em sell a lot of chips as box-makers build inventory. However, ultimately only a fixed number of boxes will be sold, based on consumer demand, and we could see an unusual slackening of INTC profits in the next quarter. As always, my money's on "Dollar Bill".

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