Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: bill meehan who wrote (56335)	1/10/2001 3:09:40 PM
From: chic_hearne	Respond to of 436258

I have taken initial positions in both for a long-term investment and will add if they hit lower levels of support. Why not? Take a look at the accounting, revenue growth, and price/sales ratio. JMHO

To: bill meehan who wrote (56335)	1/10/2001 3:16:28 PM
From: yard_man	Read Replies (1) \| Respond to of 436258

Why MSFT? Isn't their potential earnings growth still tied to PCs? Seems like they could get a lot cheaper as buying for PCs continues to be deferred ... why not wait until it gets cheaper if you believe it can continue to grow revenues ... Big cap tech just doesn't make sense, unless you think the recession is really going to be a no-show, IMO. The point in your piece was that things don't turn from great to terrible overnight, but we've had a pretty rabid expansion in IT spending over the last few years (overstated, to be sure by the statistics, but still rabid).