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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Ed Schultz who wrote (4763)1/22/1998 7:46:00 PM
From: Mike McFarland  Read Replies (2) | Respond to of 74651
 
>>I also believe that Microsoft can grow at
35% per year for the next 5 years.<<

Do you expect that world demand for Microsoft
products will grow at that rate, or that MSFT
can grow it's business at that rate? I am not
able to imagine that Microsoft will be five
times bigger in a little over five years.
Nothing compounds at high rates forever, the
trick is to know when the growth slows--I
think that time is coming. I expect to get
flamed pretty bad now (which is why I don't
often visit this thread) --bring em on!



To: Ed Schultz who wrote (4763)1/23/1998 4:40:00 AM
From: Sunny Lee  Read Replies (1) | Respond to of 74651
 
>>A PE of 50, even for a great company like Microsoft, is a bit high??

MSFT's high P/E don't reflect it's real earning, 20% of earning from each quarter is deferred to next few quarters and its deferred earning size is piled up, probably few billions. Had MSFT include deferred earning in their current earning release, P/E would have come down to 30 something P/E to trailing earning.

Good Trading.


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