How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.29

-1.8%

Nov 20 3:59 PM EST

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To: larry who wrote (18650)	3/23/1999 8:55:00 PM
From: stockman_scott	Read Replies (1) of 74651

<<How many big cap can claim that they can grow 35% yearly? I think that DELL is cheap now but its days of triple digit yearly gain is over.>> I agree with your first point. Actually DELL's growth should be back up between 40 and 50% in the next few quarters. I disagree with your second point. Right now DELL's earnings are growing faster than its sales. They are taking their business online and becoming more of an internet firm and moving aggressively into higher margin markets (like servers and storage)...Too many people have tried to bet against DELL in the past and regretted it... IMHO, DELL will continue to deliver triple digit returns to investors in the next few years. Just my thoughts. Regards, Scott

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