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

To: Joseph Pareti who wrote (54835)	1/4/2001 9:47:07 AM
From: Bob Davis	Respond to of 74651

Joe, I've called them "Absurdly overvalued!" And I've done this repeatedly. In fact, over the last two years The Napeague Letter has published a number of articles and analyses about these and other overvalued stocks. Reading some of your other recent posts, I can see that you and I are in fundamental agreement about the nature of a "good investment." Bob Davis The Napeague Letter

To: Joseph Pareti who wrote (54835)	1/4/2001 10:14:53 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 74651

I think Microsoft calls them "customers." Edit: Do you suppose Microsoft shares your disdain for them? JMHO. Charles Tutt (TM)

To: Joseph Pareti who wrote (54835)	1/4/2001 1:15:25 PM
From: Dave	Respond to of 74651

assuming M$FT was indeed "overvalued" what would you call yhoo, amzn, lycos, e-bay, e-toys, e-crap,... ? I would say that all of those have been even more overvalued than MSFT (except e-crap, which has a strong business model, selling crap B2B to professional crap-shooters). But what's your point? It sounds suspiciously like the argument I've heard before, that because CSCO is really really really expensive, and MSFT is only really really expensive, MSFT must be a bargain. That's Bubble Logic. Look, that black tulip bulb is selling for three million gold pieces, while that other reddish one is selling for only one million. I'd better buy the reddish one fast. It's a bargain! Dave