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

To: Dave who wrote (49356)	9/15/2000 1:12:02 AM
From: JC Jaros	Respond to of 74651

OT: ...SUNW is overvalued as any MSFT shareholder will agree --- Oh, as if MSFT shareholders had a *clue about equity valuation. --- MSFT is a mutual fund (plus cash from legacy monopoly operations). SUNW has the cash and an organic growth rate that says "put your money here -->SUNW<--" in the most classical sense. --- Not to invite conservatorship, but the portfolios I manage are 80% SUNW. My large initial 1996 investment in SUNW began as an attempted recouping of a wrong headed (and executed) stop-loss on a much smaller CSCO position made using a very similar valuation science which your post assumes of SUNW. --- The two divergent price trends are more valid than you're inclined to give credit to (IMO) ---- FWIW -JCJ

To: Dave who wrote (49356)	9/16/2000 12:54:49 AM
From: TTOSBT	Respond to of 74651

Dave re: stock valuations. It's not a science, law, economics, or logical explanation. To know what everyone's thoughts, needs, desires, finances, and perceptions would not be enough to value any given stock's price. If one were going to purchase a company then some of those more economical practices will prevail. But than too it still would be what the purchaser was will to pay. I personally feel MSFT's future should support a much higher stock price and SUNW's future can only support so many more increases before it will reach saturation but of course that's one persons opinion. Another way I like to view it is SUNW's stock price is in inflationary times and MSFT's stock price is in a recession for whatever reasons(?) IMO that makes MSFT the better choice for the future. We all know that the creme de la creme of money managers (the Fed) takes money away from inflationary times and adds money to recessionary time. TTOSBT