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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (8774)	9/24/2001 7:32:30 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

I think that's because Microsoft's capabilities and competitive edge in its core markets are way over any other software company's.

To: techanalyst1 who wrote (8774)	9/25/2001 12:32:01 AM
From: Wizard	Read Replies (2) \| Respond to of 57684

>>Where has msft typically sold for on a p/s basis over the last 10 years when it was growing faster? don't know... relative near-term fundamentals of MSFT are probably better than the rest of the software industry though. of course, that is not saying much. this quarter is another disaster for the industry. pre september 11th, I was thinking Q3 would be down -5% quarter in general and then a solid Q4 but Q3 is going to be much worse than that. it would be nice to call this quarter a throw-out due to being influenced by a non-recurring negative demand shock but this industry has a habit of attracting such once every few quarters for various reasons... Northern California's economy isn't in a U or a V, its a 'canoe'. My old tech investment banker friends say Ebay is the only company in the area that is hiring. Given the airline/travel/lodging/leisure industries recession and their ripple effects, it seems Mr Bin Laden and co. are going to cost our country about 500k+ jobs. However, it is hard to really care about another leg down in the stock market when 7,000 innocent people were just slaughtered.