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

To: Yaacov who wrote (42170)	4/15/2000 3:11:00 PM
From: blankmind	Read Replies (1) \| Respond to of 74651

Barron's Mut. Fund interview somewhat positive on MSFT: : Does Microsoft still meet your criteria? A: Microsoft qualifies because they have a value-added that no one else in the world has: a monopoly of the operating systems in personal computers that is never going to be displaced. It is just not going to happen. They have a barrier to entry and distribution because they're attached to every PC out there. That generates a spectacular amount of cash flow and allows them to get into a lot of other businesses. It's a spectacular company, which is, of course, widely recognized. It's a company growing revenues by 20%-30% a year, generating a couple of billion a month -- a month -- of free cash flow, with virtually no hard assets or capital spending, and it's not going to miss any quarters because their accounting is so conservative. Q: But their growth rate is slowing. A: That's not enough not to own it. It's more a function of determining where you want to get in and out. But they are at the start of a new product cycle and growth will reaccelerate. While we own some Microsoft, we have a lot of other opportunities.