How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 477.42

-1.3%

11:08 AM EST

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To: Valley Girl who wrote (270)	10/16/1996 11:19:00 PM
From: ted burton	of 74651

Can anyone explain the P/E disparity between MSFT & INTC (~40 vs ~19 for most recent quarter)? I heard it was because analysts valued MSFT's better track record, but I compared the performance of investments made for intervals from 20 months to 60 months (using SI's neat charting tools) & found that INTC consistantly performed better. Part of this, obviously, is that intel just had a really good quarter, which makes investments ending today look better, but this quarter seems to leave INTC on the same growth curve it has been following (in the loosest sense of the word following) for the last 5 years. Here are the percentage gains listed on the 20mo to 60mo charts: 20 30 40 50 60 INTC 182% 269% 310% 677% 1009% MSFT 119% 198% 214% 270% 341% I'm a newby. Please be kind. I really want to understand. Maybe its like the beer commercial says: "why ask why".

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