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

To: johnd who wrote (57436)	4/18/2001 4:11:53 PM
From: John A. Stoops	Respond to of 74651

Johnd, It's nice to dream. I just don't think a forward PE of 55 is sustainable. We'll have to see how the base business looks after the earnings report this week. It will be a much better indicator for the future PE than your aspirations. John

To: johnd who wrote (57436)	4/18/2001 7:21:59 PM
From: Milan Shah	Read Replies (2) \| Respond to of 74651

The PC is dead! - long live the PC Earnings growth I think could be 30 - 40% in FY02 For once, I find myself agreeing with John's usually irrational exuberance(!) (No offense John, we love ya, you are like a ray of sunshine on a cloudy winter day). I think several times in the past, people have thought its the end of the PC era, as some new technology comes in and bubbles to a boil. Last couple of years, all software was going to move to Internet Servers. Before then, there were network/thin clients. I can't remember what did the run on PCs before then. Each time around, after all the dust had settled, the PC proved to be the only viable platform for innovation - after every settling of the dust, there was another spurt of growth for the PC, with a commensurate spurt in MSFT's earnings and revenues. I think we are at that point again. The dust is settling. Innovation on the PC side is brewing again - BlueTooth, Rewritable-DVD, Hailstorm, .Net, Groove, XP, XBox, shedding-of-the-DOJ-monkey... This re-usable shuttle is going to lift-off to space again! Milan