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


To: Daniel W. Koehler who wrote (43999)4/30/2000 9:44:00 PM
From: KevRupert  Read Replies (2) | Respond to of 74651
 
Reasons to buy MSFT now:

1) Product offerings (between now & this summer):


....A) PDA offerings
....B) SQL Server 2000 upgrade
....C) Exchange Server 2000 messaging server upgrade
....D) Windows 98 OS upgrade (Millennium)
....E) Television set-top boxes
....F) Cable operator investments


2) Low valuation:

....A) Microsoft:

.....1) Current price: $70
.....2) 2001: expected eps: $2
.....3) Value Line anticipated eps growth rate through 2002-2004: 29%
.....4) 2001 P/E ratio: 35x
.....5) $0 Debt

....B) Cisco:

.....1) Current price: $69 21/64
.....2) 2001: expected eps: $.70
.....3) Value Line anticipated eps growth rate through 2003-2005: 28.5%
.....4) 2001 P/E ratio: 99x
.....5) $0 Debt

....C) Sun Microsystems:

.....1) Current price: $91 15/16
.....2) 2001: expected eps: $1.20
.....3) Value Line anticipated eps growth rate through 2003-2005: 22%
.....4) 2001 P/E ratio: 76x
.....5) $2.1 Billion Debt

....D) Intel:

.....1) Current price: $126 13/16
.....2) 2001: expected eps: $3.35
.....3) Value Line anticipated eps growth rate through 2003-2005: 16%
.....4) 2001 P/E ratio: 37x
.....5) $1.1 Billion Debt


3) The best balance sheet ever known to mankind:

....A) $0 Debt
....B) $20 Billion Cash
....C) $20 Billion Marketable Securities

4) The company can't complete a stock buyback right now. This is depressing the stock price, until 7/8/2000, when the company can proceed with buying back its own stock.

5) The DOJ's worst case scenario is out in the open. The public opinion is against the DOJ's mission to destroy Microsoft, and experts predict an appeal victory for Microsoft.

6) Abelson rated the stock a buy in Barrons. The first time that Abelson had made a positive comment about a stock in 32 years. :)

7) Bill Gates and Steve Ballmer are the best tag team in the business. Easily beating Sid Vicious and Goldberg.

Just my opinion,

Respectfully, advalorem