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


To: David Howe who wrote (71378)7/19/2002 2:04:28 PM
From: John F. Dowd  Read Replies (1) | Respond to of 74651
 
DH: The way I see it MSFT will be the only software company left standing. We now see why LE and SMcN were in such a panic to bring MSFT down in court. Softee is eating their lunch starting at the bottom and working their way up.JFD



To: David Howe who wrote (71378)7/19/2002 2:44:55 PM
From: jonkai  Respond to of 74651
 
The market is only looking at the short term impact of xbox (losses). None of MSFT's long term plans are factored into the current stock price.

you've got to be joking right? with a P/E ranging from 30 to 60 depending on which expenses MSFT decides to count.... obviously the market is looking for some sort of thing in the future.....

right now 10% revenue growth with zilch earnings growth is not cutting it....

jon.



To: David Howe who wrote (71378)7/20/2002 8:34:08 AM
From: John F. Dowd  Respond to of 74651
 
DH: This is weird. Most of my tech stocks were up yesterday while MSFT was down. It was down disproportionately given the strength of their earnings. I am convinced that this is due to funds trying to raise cash. Since they are exposed to a lot of index funds they have a greater exposure in this area. INCA was a big seller yesterday and they are usually the hired gun for the funds or so I am told.JFD