How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 472.22

-1.3%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: taxman who wrote (22932)	5/19/1999 8:15:00 PM
From: t2	Read Replies (2) of 74651

taxman, Without a stock rise, the PE of this company keeps going down after each earnings release. The big revenue from its big releases Office and Windows2000 is in future quarters (although a lot of Office revenue gets recognized this quarter, more is to be recognized in the following quarter). For a company like this, the valuation is just too low. Just don't think that with a saturated PC market, MSFT would be finished. There are no many different software applications that are being dreamed up by MSFT (and others). MSFT's advantage is that it has a huge R and D budget and an easy entry to the market (this is the key). Other companies have difficulties in bringing products to market (more so than MSFT) I am looking for 100+ by July earnings--feel confident about it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next