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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: ynot who wrote (29639)	11/9/1999 8:56:00 AM
From: gerard mangiardi	Respond to of 50167

Here as I see it is the crux of the problem owning msft now. The company has been a bastion of strength over the last decade because it was a monopoly. This is why wall street has rewarded it with a pe ratio far in excess of its growth rate. If this monopoly advantage is muted by the justice department the question becomes what pe ratio does the company deserve? In the sixties ibm was in a similar situation and its only in the last few years the its stock has begun to regain its luster. I think prudent investors would be sellers of msft now because owning it assumes that the company will be totally unscathed by the anti trust case. Common sense says the the judges finding will give lots of ammo to other companies that may want to sue msft for damages. Just think of how much netscape(aol) could sue for.