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

To: Teflon who wrote (27095)	7/22/1999 11:02:00 AM
From: Jill	Read Replies (2) \| Respond to of 74651

OT: Teflon...were you over there? (G&K) What I don't get is if the secondary is at 156 and change, how we can dip below that today?

To: Teflon who wrote (27095)	7/22/1999 11:49:00 AM
From: larry	Read Replies (1) \| Respond to of 74651

I am buying more Q every 10 points down. Since I am loaded with cash, I don't have problem with that. Eventually, I think that my portfolio will be more than 60% Q. The more I look at it, the more I like the issue. Issue is selling at about 38 forward PE, which is very moderate (forward PEG at around 0.5 or lower) for a company that is growing earning exponentially. Heck, Softie is carrying a forward PE around 55 and issue is probably only able to grow earnings in the 20-25% range next year. Yet Softie is widely regarded as one of the safest investments all around. Anyway, between Softie and Q, I will have to go with Q. Q's current fiar value should be around 200-250. larry!