How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 476.93

+0.6%

Nov 25 3:59 PM EST

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To: RTev who wrote (16803)	2/23/1999 7:03:00 PM
From: Smart Investor	Read Replies (2) of 74651

I was trying to highlight the current valuations disparity between YHOO and MSFT. MSFT is growing at 50% or more a year and at a PE of about 60%, and is an established great company. A new product cycle is also coming. YHOO is also projected to grow at about 50% a year, and it is not proven. YHOO's current PE is at about 1400-1500! I would say that MSN alone will be (and should be) worth the same or at least half of YHOO's valuation, then you also have the whole MSFT franchise. It is just insane for some body to buy YHOO at the 150 level when you can buy MSFT at the same price level. When you can own 100 shares of MSFT at the current sale price, why buy YHOO and gamble your money away? The YHOO insiders are selling their share like crazy, and it will get worse.

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