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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: LLCF who wrote (50896)4/3/2002 12:28:41 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
Double digit price to sales ratios are rare in this drab, bubbleless world -g. But the analysts' consensus for FY03 is 2.03, a mere 8.6% over this fy's projection of 1.87 so msft is selling at a forward p/e of 28. Given their gorilla potential to extend the duration of their franchise, that multiple shouldn't be too daunting.

Though I do daunt a little easier these days -ng.

uf



To: LLCF who wrote (50896)4/3/2002 12:31:54 AM
From: Skeet Shipman  Read Replies (1) | Respond to of 54805
 
If you can tell me the longterm growth rate of MSFT, and how much premium a monopoly gets? I can tell you if it is over priced.