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Strategies & Market Trends : Buffettology
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To: Axel Gunderson who wrote (512)10/26/1998 3:53:00 PM
From: cfimx  Read Replies (3) of 4690
 
fine, you're entitled to your opinion. but before you're too quick to throw stones (not from the sunw thread are you?), perhaps you better make sure YOU are answering the right question...which was:

>>If equity is not a good measure, the question becomes how would we determine if MSFT is allocating its resources to maximize shareholder return, and how does this compare to other similar companies<<

and not: The question was how to value a company in which book value was mainly cash.

which is what you said.
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