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

To: Valley Girl who wrote (36896)1/19/2000 11:45:00 PM
From: Charles Tutt  Respond to of 74651
 
Wasn't the quarter just reported supposed to blow the doors off according to the guidance given 3 months ago?

JMHO.



To: Valley Girl who wrote (36896)1/20/2000 6:56:00 PM
From: Nancy  Read Replies (2) | Respond to of 74651
 
thanks VG.

so based on your usual model, what kind of multiple we should assign to MSFT ?



To: Valley Girl who wrote (36896)1/21/2000 6:15:00 PM
From: nommedeguerre  Read Replies (1) | Respond to of 74651
 
Valley Girl,

Excellent post; as always you provide the lucid arguments this thread so often ignores.

Microsoft is beginning to look like IBM in its heyday; cash to burn, massive growth, increasing R&D followed eventually by missed opportunities. What will happen to their cashflow when their product upgrade cycles start lengthening?

Cheers,

Norm


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