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

To: Proud_Infidel who wrote (14298)	1/8/1998 12:55:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Brian, I'm doing this without digging into my notebooks. MSFT's holdback on rev's has been 2 billion in the past 18 months. This is all profit. E they show are about 2.80. MSFT has about 1.2 billion shares. Holdback = 1.66 per share. 2.80 + 1.66 = 4.46. But some of the 1.66 is from 5 and 6 quarters back. MSFt has said holdback will INCREASE into July. Plus further growth. I agree with your points. I would sell at a 50 pe, too.(And I did, but only some.) Growth will slow and the pe will drop dramatically. But keep an eye on earnings.