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Technology Stocks : Microsoft Corp. - Moderated (MSFT) -- Ignore unavailable to you. Want to Upgrade?

To: Dave who wrote (705)	10/25/2002 3:58:57 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 19789

"And second, you're forgetting that investments in treasuries are tax-deductible." Please elaborate. Charles Tutt (SM)

To: Dave who wrote (705)	10/25/2002 3:19:41 PM
From: David Howe	Read Replies (1) \| Respond to of 19789

<< The problem with your logic there is that 9% is much less than the future growth already priced into MSFT's high-flying P/E. >> I don't agree at all. Sure, an extended bear market could drag valuations much lower, but that would be a temporary phenomina based on emotion only. From an analytical perspective, the valuation is excellent, especially if they get anything close to 9% growth. 3% growth would easily support the current valuation. IMO, Dave