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

To: greg nus who wrote (35917)	1/3/2000 3:14:00 AM
From: Brian Malloy	Read Replies (1) \| Respond to of 74651

This is why you own great companies for the long term. Within three years this value will be realized. Just as SUNW kind of stayed in a range for a long time then ran like crazy, so will MSFT. In due time, people will recognize that MSFT has some shall we say, CMGI like qualities/aspects to it.

To: greg nus who wrote (35917)	1/3/2000 2:30:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 74651

greg, refer to Money Jan edition which discusses how undervalued MSFT is and how wallstreet has over looked msft investments in cable about $7 Billion now valued at $12 Billion. Were msft to issue tracking stock for its cable related businesses, and were they to get the industry average multiple of 43 Msft holding would be worth $38 billion or about $24 billion of unrecognized value. Add that to msft retained earnings and a share msft would be worth around $300. How about that! How can you praise Microsoft for this kind of thing, and yet be so bearish on another board on Intel, which has an even better investment holding record (CMGI, Inktomi, RedHat, VALinux...). Inquiring minds... Tony