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Technology Stocks : All About Sun Microsystems
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To: Cengiz Erbas who wrote (10254)6/29/1998 8:50:00 PM
From: cfimx  Read Replies (2) of 64865
 
I assume that investors will appreciate the undeniable attributes of msft in 2008 somewhat less than half as much as they do in 1998. Derive this: tell me why msft WON"T be worth a p/e of at least 25 by year 2008. If you don't think you can predict what the earnings will be in 2008, don't play msft.

btw, did I say i would commit new money at these levels? well i didn't. I told you what kind of return one MIGHT achieve if one did commit money.
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