SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Hal Rubel who wrote (40890)4/3/2000 9:29:00 PM
From: rudedog  Read Replies (1) | Respond to of 74651
 
Hal - re: I think that some investors and institutions will require additional profits from Microsoft just to maintain current prce levels. In other words, some of the PE premium will evaporate and future pricing will be effected.

Good point, and I agree - still, it will run up above 100 pretty quickly, which will be a nice short term pop for me if I can get in on those LEAPs... and after that, a great vehicle for selling calls, and a solid base of a core portfolio. The days of huge growth for DELL are over too, but still, 20% per year or so sure beats the bank rates.



To: Hal Rubel who wrote (40890)4/3/2000 9:42:00 PM
From: scoobypax  Respond to of 74651
 
"However, I think the real problem here is the PE ratio. Even if the revenue and profit progression remains stable, there is now a ceiling to Microsoft investor's expectations that was not there before."

Well, maybe they'll go out and re-reinvent themselves, call
themselves Yashoo or Blamazon and then revenue, profits, P/E's, and the whole ball of wax goes out the window (no pun intended). Then what?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News