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

To: sandeep who wrote (49378)	9/15/2000 12:47:19 PM
From: johnd	Respond to of 74651

ORCL & SUNW forward PE = 100; MSFT forward PE = 33 Way to go ORCL, SUNW, MSFT

To: sandeep who wrote (49378)	9/15/2000 12:58:50 PM
From: Harvey Allen	Read Replies (1) \| Respond to of 74651

sandeep- The problem with inbred management is they tend to make everything look like the past achievements they're familiar with. Now everything looks like Windows even though we may be undergoing fundamental changes. IBM went through the same thing with the "old school tie" crowd hanging on until the bottom line fell apart. It took an outsider like Gerstener to turn things around. We are moving to an apps for free world while MSFT investors are counting on an apps for more world. Microsoft has yet to figure out how to make money in this environment. 30% growth projections are about as hollow as DELL's 30% promises. Harvey