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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Sir Francis Drake who wrote (26776)	7/19/1999 7:37:00 PM
From: johnd	Respond to of 74651

Fiscal 99 EPS grew 69% (1.42/.84) Current PE is 69 i.e. 98/1.42 PEG is 1.0. I think it relatively the cheapest gorilla out there. i.e. I am looking for a buy opportunity tomorrow am if it dips under 100.

To: Sir Francis Drake who wrote (26776)	7/19/1999 7:53:00 PM
From: codawg	Read Replies (3) \| Respond to of 74651

I saw on the Q thread that you stated institutional money will be flowing out of MSFT tomorrow and into QCOM. Is it then your opinion that the Q4 earnings report will cause a selloff in Softie?

To: Sir Francis Drake who wrote (26776)	7/19/1999 10:25:00 PM
From: Punko	Read Replies (1) \| Respond to of 74651

...once MSFT dominates the O/S, it has a "gold-plated" cash cow, with no competition, and that functions as a launch pad to further revenue streams (such as applications etc.), and mind/market share. Shhhh!!! The DOJ is listening. ;) Now imagine billions of Chinese, Indians, Europeans, Latin Americans - all beholden to the MSFT O/S, experiencing Windows crashes on a regular basis... what a glorious vision for the MSFT shareholder. Before we can count on huge intl revenues, first there's that nagging little issue of intellectual property laws that must be implemented in places like China, India, and Latin America (where arrogant and corrupt politicos shamelessly tell us to stick it and not 'interfere in their internal affairs'). Until places like these have strong IP laws, the vast majority of those billions and billions of PCs will get their Windows from the neighborhood software stand, with any profits going to the guy with the CD burner.