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


To: johnd who wrote (52016)10/23/2000 3:05:24 PM
From: Dave  Read Replies (4) | Respond to of 74651
 
"Microsoft is growing into 20B gaming industry,"

Doubtful. Sony and Nintendo might not just roll over and die for MSFT. PlayStation 2 is coming out, and Nintendo is still pretty popular.

"15Billion ISP market(100% growth in MSN with ~5million subscribers between MSN and WebTV),"

And they lose money on each of those 5 million.

"20B enterprise s/w market,"

I doubt that the Unix consortium (Oracle, Sun, the Linux community, and Apple) will make that too easy for them.

"and the whole gamut of consumer e-commerce s/w with expedia,"

Money loser.

"msnbc,"

Yeah, that's gonna be huge.

"homeadvisor,"

Money loser.

"carpoint,"

Money loser.

"checkfree,"

Money loser.

"ticketmaster,"

I'm not familiar with MSFT's relationship to TicketMaster. Did they buy them or something? Or does TicketMaster just have a link on MSN somewhere?

"...not to forget, PALM PC, embedded s/w"

Money losers.

MSFT needs come up with new ways to EARN money, not lose it. And investing in tech equities and then having its CEO talk down the values of its investments is NOT a way to earn money.

MSFT's business profit is declining. The only area of increasing at MSFT is tech investment. And that part is essentially a mutual fund, which should be valued at a P/E of 1 like any other mutual fund.