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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (14285)	1/8/1998 12:31:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Brian, <off topic> The difference with MSFT is that it goes into 90% of all computers and is the defacto standard + nearly every application by other software manufacturers is MSFT Win95 optimized. I don't see how anyone could go wrong owning MSFT, they own their market. Internet provider services, on the other hand, have lots of competition which limits their upside potential as they must keep prices down or go out of business. The equation is low price+reasonable service= more clients, therefore they are having to limit their fees to compete thus profits are limited and fairly constant. Even if they increase market share they need to constantly upgrade their network hardware such as modems, servers, routers, and add personnel to sustain the system which limits profit potential. IMHO, Short the Internet stocks and you will make money!! Regards, BB

To: Proud_Infidel who wrote (14285)	1/8/1998 12:31:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

OFF TOPIC, Brian, You sometimes include msft in your overvalued lists. The fallacy here is that real trailing earnings, if you review their financial statements closely, are about 4.25 for the past 12 months, a pe of 30.82(approximately). By July 1, expect these numbers to be about 4.60 and 28.5. Growth rates have exceeded these levels forever. This has escaped most folks. The drop to 116 recently was a good opportunity. I know they are well hated, and several of you who I respect will throw me in the garbage pile for any defense. Do or say what you will, but as an investor, my advice is to look closely before deciding what the business value of that company should be. Please don't run me off, I promise not to bring them up again. Here.<G> Gene