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

To: rudedog who wrote (51829)	10/20/2000 12:16:24 PM
From: johnd	Respond to of 74651

65/1.91 => 34 forward PE; still way too cheap; Need to get to 95 or 50 forward PE before it gets reasonable.

To: rudedog who wrote (51829)	10/20/2000 12:53:11 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 74651

All, Here's another good reason for Microsoft and Tech in general to avoid Al Gore...Here are Al Gores comments in the latest issue of Red Herring: PH: That's why your speech at the convention was so odd, Mr. Vice President. It sounded like a return to the populist politics of the '50s and '60s. AL: No. I would encourage you to reframe that. I'm not trying to move to the left or the right; I'm trying to move forward. No matter what your family income, you have an interest in seeing that your medical decisions are made by doctors instead of by HMOs. No matter what business you're in, if you are not a company that controls 70 percent of the market share, you have an interest in seeing the enforcement of reasonable antitrust standards that prevent unfair leveraging of an advantage in one sphere to stifle competition in another sphere. JP [Smiles at the clear reference to the Microsoft antitrust case]: Did you think Microsoft did that? AL:No! I had no specific example in mind. I have no comment on any ongoing case. (Oh yeah sure AL-my comment) redherring.com

To: rudedog who wrote (51829)	10/20/2000 1:00:32 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 74651

Yes, that would be a good thing. It sounds like there will still be a fair number of servers involved, and the distinction between that and what is done now blurs in my mind. Something said here in the last day or so suggested to me that the focus in .Net would be peer-to-peer, but now I'm thinking the "distributed" aspect stops at the ISP/ASP edge +/-. That's really not very different, IMHO, from how things are being done now. I must admit, though, that I'm being a bit lazy -- I haven't read the materials at the MSFT site. Perhaps they would clarify things. Charles Tutt (TM)