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

To: jonkai who wrote (66310)	3/21/2002 7:21:59 PM
From: David Howe	Read Replies (2) \| Respond to of 74651

jonboy, You're the one that set the time parameters of the comparison. You posted the link to the March 2000 post. You can't change the time period when you yourself established it. How do you know that JFD like many of us didn't do the following: 1. Ride the massive boom in tech stocks (the ones that outperformed MSFT) throughout the late 90s and many of the best performers in 1996 thru 1999. 2. Sell these high flyers in early 2000 because they were grossly overvalued and move 95% into value stocks and funds and 5% into MSFT (because compared to the rest of the tech market it looked reasonably valued). You don't know anything about any of us. You don't know what we invested in before or after that post. All you DO know is that he said MSFT looked undervalued "compared" to the other stocks. And guess what, he was right. MSFT performed better than 95% of tech stocks from the date of that post. Go ahead and spin, spin, spin, but no matter what, you DO have to change the parameters of the discussion in order to be correct. Without changing the parameters, you are wrong. Dave

To: jonkai who wrote (66310)	3/22/2002 2:48:53 AM
From: Timetobuy	Read Replies (2) \| Respond to of 74651

Yes, recently msft has flatlined and I expect that it will remain this way for quite some time, but in all fairness, msft was one of the best performers if you go back to it's ipo. The earlier days of msft were it's higher growth days. That's over and so the stock won't perform like it did in the past. You won't find many software companies that have performed as well as msft if they were around when msft ipo'd. In fact, I can't think of any to even compare msft to. Going forward, we may see most of the techs in a trading range similar to msft. Those with the higher growth will have a chance to grow their stock price. The rest probably are fairly valued and without growth and without a bubble, how are they going to rise?