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Strategies & Market Trends : DISsing DISney -- Ignore unavailable to you. Want to Upgrade?

To: Steve Walker who wrote (29)	12/8/1997 2:23:00 PM
From: capitalistbeatnik	Read Replies (1) \| Respond to of 136

Microsoft deserves a higher multiple because its growth has been faster, and that it is a virtual monopoly. Disney is not and will never be close to a monopoly in the entertainment business. If anything, DIS market share will decline with competition from other networks and will the internet democratizing distribution channels for film and video as well as numerous competitors gunning for Disney's share of the cartoon market. From page 260, One Up on Wall Street by Peter Lynch Under when to sell a fast grower. "The stock is selling at a PE of 30 when the most optimistic projections for growth are 15-20 percent for the next two years."