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

To: Frank Ellis Morris who wrote (39093)	3/6/2000 8:59:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 74651

What is going on in the markets and the rip off at the fuel pumps should be a campaign issue for the next Presidential election. What do you propose? Runaway inflation (this G guy has been able to avoid any resemblance to this so far, over years of action and inaction) and SUVs for all? Randy

To: Frank Ellis Morris who wrote (39093)	3/6/2000 9:09:00 PM
From: johnd	Read Replies (4) \| Respond to of 74651

If I take a long term view, MSFT has traded between 50 PE and 81 trailing PE during the last 3 years. So with that in mind, it is not too bad where it is now i.e. 55 PE or so. What is a bit unusual is the relation ship of MSFT PE to other new economy stocks. See, Microsoft doesn't pump the market, it lets the market take care of itself with time. This is unlike SUNW, and others. Also the Windows2000 out there should demand rich premium. The DOJ affair may be the primary cause for the low end of PE. It could go back to 80 PE or 130 in no time if the cloud of uncertainity on DOJ is removed. The question is what is the uncetainity. For me there isn't much. i.e I know with high confidence that it will run for another 2-3 years. For wall street there is uncertainity till something else takesover news.