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To: fishweed who wrote (14463)	11/5/1999 11:40:00 PM
From: Baton	Respond to of 57584

If MSFT breaks up, the sum of its parts may be greater than the old company, and eventually MSFT shareholders may be be even richer. Baton

To: fishweed who wrote (14463)	11/6/1999 1:16:00 PM
From: American Spirit	Respond to of 57584

I see any correction in the NAZ as a top-heavy one (MSFT mainly) and would use it to scoop up some more top-name bargains. On IBM, I remember one analyst saying recently that while MSFT is valued three times IBM in terms of market cap, IBM makes a lot more money. Hmmm. So at 21 PE is IBM a bargain? How much lower can it go? If it holds 90 this is the perfect buying op.