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

To: jonkai who wrote (71215)7/16/2002 7:32:19 PM
From: David Howe  Read Replies (1) | Respond to of 74651
 
<< maybe when MSFT is forced to produce one set of books.... maybe then the stock can finally go up for a change >>

MSFT's books are the cleanest in the business. The stock price won't go up until the bear market ends and/or business spending picks up. This could be quite a while.

As you can tell, I'm not entirely bullish on MSFT's stock price, but I will repeat two things.

1. Weakness in MSFT's stock price is not related to its books as you seem to think.

2. MSFT still has better valuation metrics IN COMPARISON to its peers.

IMO,
Dave



To: jonkai who wrote (71215)7/16/2002 8:28:34 PM
From: DiViT  Read Replies (2) | Respond to of 74651
 
"good thing the GAAP rules were changed in the past"

Yes of course. And because of that we know Brocade Communications Systems Inc. and Apple Computer Inc. are the two worst abusers (see the Merril Lynch report).



To: jonkai who wrote (71215)7/16/2002 8:44:02 PM
From: DiViT  Read Replies (1) | Respond to of 74651
 
"...forced MSFT to even show this second set of books..."

You said yourself that it was all contained in the ONE report.


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