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

To: johnd who wrote (50538)	10/4/2000 12:35:17 PM
From: The Duke of URL©	Respond to of 74651

Derek Burney of Corel just now on CNBC: "we are going to use the .NET initiative to move our products onto the web" [we are going to] "incorporate .net strategies" "the operating system does not matter on the net" "no merger or buyout" oh yeah, and I almost forgot, . . THE YANKEES WARNED that results may not be a good as analyst's expectations! :))

To: johnd who wrote (50538)	10/4/2000 1:06:44 PM
From: alydar	Read Replies (3) \| Respond to of 74651

I take it back john, the p/e is still too high. will flat revenue growth (i.e., around 5%) the stock is an old economy company. Many people, including myself, believe that MSFT will not be one of the horsemen of the internet. Therefore, like many Wall Street analysts, I am reversing my position and saying the p/e should be somewheres in the 20-25 range. You can figure out what the stock will be once we get a better guage on their current and future operating EPS. My bet is that the p/e will come in the same area as HWP. Good luck.