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Technology Stocks : How high will Microsoft fly?
MSFT 492.01+1.3%Nov 28 9:30 AM EST
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To: t2 who wrote (13364)12/20/1998 6:48:00 PM
From: J. P.  Read Replies (1) of 74651
 
<<My problem with their PEs (especially Cisco) is that they can't "hook" in customers like Microsoft can>>

In no way shape or form do I try to kid myself that PE's of
70-90 can last for Cisco, Microsoft, or Dell. I think these
are stretch PE's related to decrease in interest rates, and
relief rallies. I think the current momentum will bring them
higher, but there'll be an inevetable correction and eventually
the earnings will increase and the price will decrease to bring
into effect PE's nearer the long term averages.

Then we can begin this cycle again :-)
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