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Technology Stocks : How high will Microsoft fly?
MSFT 474.82-0.8%Dec 15 3:59 PM EST

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To: Hardly B. Solipsist who wrote (276)10/18/1996 12:56:00 AM
From: randal sexton   of 74651
 
Hey Harlan, there are not very many people with that
fine last name you have, Are we any relation?

I also have wondered at the usefulness of valuation methods
of high tech firms- the most important asset being the
few pounds of grey matter between the ears of more or less
nameless engineers.

In watching apple computer over the years, I have always been
amazed at the press coverage Jobs, Wozniak, . . . always got
when I always thought the original macinotsh technical team
were probably apples real crown jewels.

Whether the core creative engineers are present, happy and productive
or not doesn't show up on the balance sheet soon enough. Its only
when lame, late, costly, behind the curve products are the only thing
being produced does it show, and by then the shows usually over.

-randal sexton
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