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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (17666)	12/17/2003 2:41:21 PM
From: Bob Rudd	Read Replies (2) \| Respond to of 78476

MSFT: Started today with modest position @26.91. With a forward PE of 22, it can only be considered cheap compared to itself and other big players in PC's DELL & INTC. Next month Win 98 will no longer be supported & 20+% of users, at least home users still have it. PC's bought for the Y2k upgrade cycle are getting really long in the tooth even considering there's less reason to upgrade every 2-3 years as in the 90's. Lower $ helps it, as does push to get Asians to actually pay for software. Technicals look reasonably attractive. This is neither a true value stock nor a moonshot play...If it gives me 15% nearterm, I'll take it.