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To: Reginald Middleton who wrote (15355)	12/22/1997 6:52:00 PM
From: Daniel Schuh	Respond to of 24154

I have a 63 page economic model that values MSFT in real time under 53 different scenarios. I have a very tight grasp on what the valuations on MSFT are, potential and actual. Have you made a similar effort? Meanwhile, that pesky efficient market hypothesis seems to be saying that MSFT has a bit of a problem here. But the Regimodel 2000, presuming that Microsoft will successfully leverage its desktop monopoly to hijack the internet and things beyond, and get similar margins in all such ventures, is correct as always. Desktop to worldtop, right, Reg? Could be true, too. Resistance may be futile, resistance must be offered. Beats me, I'm just enjoying the story. Seems a lot less offensive than cheering for somebody in some stupid war where people are getting killed, but I know my attitudes about people and property are a little out of line for this forum. Cheers, Dan.

To: Reginald Middleton who wrote (15355)	12/22/1997 7:18:00 PM
From: Scott Pease	Read Replies (1) \| Respond to of 24154

I have a 63 page economic model that values MSFT in real time under 53 different scenarios. I have a very tight grasp on what the valuations on MSFT are, potential and actual. Have you made a similar effort? I have a 100 page document stating why I should make $100 million a year. That and 75 cents will buy me a Coke. Ever heard the old saying "there are lies, damn lies, and statistics"? Temporary bouts of insanity aside (cf Yahoo, Amazon) the markets tend to be fairly efficient. Currently Microsoft is being devalued since a majority of investors feel relative to next years growth Microsoft is overvalued. They are doing the same thing with Asia. You may argue all you like, but when the rubber hits the road I doubt you'll be buying millions of shares at $127. Definitely at $110 there will be intense buying, and at $150 intense selling. In between is speculation, and your opinion is just as valid and correct as my 3 year old daughter. No matter how many pretty labels you put on a package, the contents are still snake oil.

To: Reginald Middleton who wrote (15355)	12/23/1997 2:48:00 PM
From: Bearded One	Read Replies (1) \| Respond to of 24154

'Nuff said. Actually, MSFT is one of the few companies actually making money on Java. How in the world are they making money on Java?

To: Reginald Middleton who wrote (15355)	12/23/1997 3:16:00 PM
From: nommedeguerre	Respond to of 24154

Reggie, "I have a 63 page economic model that values MSFT in real time under 53 different scenarios. I have a very tight grasp on what the valuations on MSFT are, potential and actual. Have you made a similar effort?" Maybe too tight a grasp. Scenarios 54, 55 might have been the ones that modeled "Asian Economic Miracle begs for world assistance" and "Microsoft loses important Windows leverage to uppity Judge who does not tolerate liars in HIS courtroom". Who knows what will happen next year? When Korean Auto Manufacturers cannot accept shipments of door panels because they have no "cash flow", I'd say upgrading to Office98 is the last thing on their minds! Maybe Bankruptcy98 will be the overseas breadwinner and save the day. Take it easy, Norm