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

To: Doc Savage who wrote (35218)	12/8/1999 9:17:00 PM
From: ed	Respond to of 74651

Whenever Microsoft gets into a new business, it is never mature !!!

To: Doc Savage who wrote (35218)	12/8/1999 9:39:00 PM
From: Charles Tutt	Respond to of 74651

Speaking of wireless: dailynews.yahoo.com And, of possible interest to the DOJ (from the article): 'Microsoft appears to be taking a more pragmatic approach to the browser and the operating system,'' said Greg Blatnik, a vice president at Zona Research. ''The two are not linked together in any way that I can tell. That clearly is a concession.'' JMHO.

To: Doc Savage who wrote (35218)	12/8/1999 9:54:00 PM
From: Brian Malloy	Respond to of 74651

You are wasting your time reasoning with him. His model doesn't account for the potential impact of increasing returns or technology shift. His model is the old plug and chug deterministic mumbo jumbo. Regards

To: Doc Savage who wrote (35218)	12/9/1999 2:05:00 PM
From: John Malloy	Read Replies (1) \| Respond to of 74651

Doc: I didn't say that Microsoft was mature. I said you cannot expect Microsoft's rapid growth to continue unchanged forever. As time goes by Microsoft will approach maturity, growth will slow, and the P/B ratio will fall. You have to allow for those changes when you put a value on Microsoft. Your brother-in-law's forecast was obviously wrong. But are you willing to forecast that Microsoft will never slow down? If I project that Microsoft will continue to grow 41%/yr. forever, then Microsoft's value is infinite. In that case, no price is too high. You should buy Microsoft whatever it costs. John Malloy