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

To: John F. Dowd who wrote (39016)	3/4/2000 11:33:00 AM
From: Valley Girl	Read Replies (2) \| Respond to of 74651

JFD and all: Speaking of valuation, here's a compilation of earnings estimates and analyst recommendations, source Zack's: Fwd EPS EPS 5yr% Fair Analysts Stock Price P/E P/E 2000 2001 grow P/E Ratings ================================================================ INTC 119 54 41 2.89 3.43 20% 42 1.67 Buy SUNW 98 128 94 0.91 1.16 22% 46 1.62 Buy MSFT 96 57 53 1.68 1.93 23% 48 1.54 Buy BGEN 118 79 66 1.80 2.15 24% 50 2.00 Buy ORCL 76 148 119 0.57 0.70 25% 52 1.61 Buy AMAT 190 75 49 3.89 5.22 26% 54 1.64 Buy NOK 220 94 78 2.83 3.54 27% 56 1.43 Strong Buy EMC 118 108 82 1.44 1.89 30% 63 1.32 Strong Buy CSCO 137 180 117 1.02 1.31 30% 63 1.36 Strong Buy SEBL 155 247 184 0.70 0.98 39% 88 1.53 Buy MEDI 204 255 108 1.88 2.81 47% 117 1.27 Strong Buy JDSU 280 350 306 0.72 1.11 47% 117 1.47 Strong Buy RFMD 175 276 221 0.79 n/a 50% 129 1.54 Buy RMBS 286 789 469 0.61 1.77 75% 279 2.00 Buy The "Fair P/E" was calculated on the 5-year growth rate discounting against a baseline 30 P/E for 12%. It's just a calculation and not meant to be a recommendation one way or the other. Some of these stocks look awfully steep. MSFT looks reasonably priced. Have a great week-end!

To: John F. Dowd who wrote (39016)	3/4/2000 3:30:00 PM
From: djia101362	Read Replies (1) \| Respond to of 74651

JFD, I wish I had the same conviction that you do when you say that the case will be thrown out when it gets to appeals. Based on the number of legal experts and anti-trust attorneys that have voiced their opinion on this case, I think it's hardly a shoe-in that this case will be thrown out. For my sake and everyone else's on this board, JFD I hope you're right. On a relative basis, I've got as much at stake as anyone around here on their MSFT investment. Beep Beep, Choo Choo, MSFT coming through!!

To: John F. Dowd who wrote (39016)	3/5/2000 5:21:00 AM
From: SunSpot	Read Replies (3) \| Respond to of 74651

Except for MSN and related activities, Microsoft has no technology that is "hot". The only technology I can see, that is just "varm", is SOAP. And I simply cannot figure out, how on earth they want to make money on that. Tradional knowledge should tell you, that the first company in a technology often is the one to win. And Microsoft is not among the first in these technologies: - Wireless. They have no wireless technology known to me. - TCP/IP. Well, they're are 20 years behind Unix, 4 years behind Linux. And it really shows!!! - Handheld devices. They're still trying, but there is no all-round solution like WinCE for everything that falls under the category "a non-PC". - Network administration. There are countless of companies with much better products than any MS product. Even Kerberos they got wrong. Windows 2000 could never win a call for tender with an open Kerberos specification. - ETHERNET. Why on earth has everybody BUT MICROSOFT the ability to run with full duplex Ethernet?!? I really look forward to a Windows server that can be connected with full speed to an Ethernet switch without any specific knowledge that is not documented by Microsoft. Maybe they forgot that network applications could be multitasking. - Databases. Oracle rules. DB2 rules. Interbase is open-source. MS SQL server is only used in installations provided by MS centric companies. - Crypto-technology. Here, trust is everything. Nobody trusts Microsoft. That's bad. The problem for Microsoft is, that the world is changing from computing to communicating. The the communication sector has always used open standards supported by several companies in competition. Microsoft earns all their money on proprietary technologies. Windows 2000 is probably the moment for Microsoft, where operating systems for PCs gives the most revenue ever and forever. I don't think the next generation will provide the same revenue. This has to come from MSN and related activities.

To: John F. Dowd who wrote (39016)	3/5/2000 5:30:00 AM
From: Jason Ellis	Read Replies (2) \| Respond to of 74651

I missed what Bush said about his position in the appeal of Microsoft. What exactly did Bush say?

To: John F. Dowd who wrote (39016)	3/21/2002 3:21:11 PM
From: Baldur Fjvlnisson	Read Replies (1) \| Respond to of 74651

To:Jason Ellis who wrote (39004) From: John F. Dowd Saturday, Mar 4, 2000 8:42 AM View Replies (4) \| Respond to of 66293 JE: It won't happen as it makes no sense and in the end is more expensive vis - a -vis the consumer. If by some fluke this was allowed to happen the share holders would still benefit. Look only to the recent past to get a clue COMS,LU,CS, etc. This thing is going to Appeals (unless Jackson overturns his present bias) and The Case is thrown out. I must admit I was surprised at the somewhat less than staunch follow up position that Bush took after being pressed on his comments made in Washington state. MSFT is very popular with the consumer who have more votes than the anti-MSFT special interests. Perhaps he was saying that because the Calif. primaries are forthcoming. All in all compared to any other company by any metric MSFT is the most undervalued stock in the universe even at its old high of 120, especially in light of what is going on in the market place today. I cannot believe, although I welcome, the PE's of my RMBS,RFMD,CIEN,BRCM,CS,ASDV,ORCT etc positions but they indeed all make MSFT look very very cheap. JFD