Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ross Roberts who wrote (5034)	2/6/1998 10:55:00 PM
From: Reginald Middleton	Respond to of 74651

<I'm sure I speak for others that It would be appreciated if we could keep the "I hate Microsoft" / "Microsoft is the Evil Empire" stuff to a minimum here, as we get all we need over there. I would like to hear what you have to say about the company as an investment.> Amen!!! Here is a 58 page financial report on Microsoft with 10 years of historical numerical analysis and 10 years of projections, as well as an economic valuation and share price sensitivity matrix. The historical and projection figures come (in part) from Value Line Institutional Services. rcmfinancial.com

To: Ross Roberts who wrote (5034)	2/7/1998 12:44:00 AM
From: K. M. Strickler	Respond to of 74651

I know you didn't ask me, but here is what I think! MSFT has such a large embedded base ( I call it 'critical mass' ), that regardless what they produce ( and I am not 'evaluating' their software ) there are automatically enough sales to generate the kind of cash 'cow' to keep development in process. Sometimes it seems that the upgrades don't do much, but since I personally don't disassemble the code to see what the improvements are, I have to take them at face value. Since it takes a lot of time, hence a lot of money to develop something like NT before NT starts paying for itself, that cash has to come from somewhere. I believe that 'most' of the users of MSFT products get a pretty good 'bang for the buck' in that most users that I know don't approach the capability of the current software they have. When the user comes up with a 'new' (to them) idea, many times the function is already available, and the user just has to learn how to use it! As an investment, I feel that BG has been very fortunate in predicting where the industry is going, or dragging toward his vision. He may be in error, and people will complain that it isn't going the way that 'they' wanted it to go, but BG is in the drivers seat, for now. If something were to happen to BG, I'm not sure that the vision of the next in command would be as good. The have a lot of talented people, but the 'captain' still drives the ship! I have MSFT as a 'BUY' for the long term! ( I think there will be a Stock Market 'glitch' when the Y2K problem hits, and I'm not sure I would hold any investments across that period. ) Does this help? Thoughts! Ken

To: Ross Roberts who wrote (5034)	2/7/1998 9:23:00 AM
From: K. M. Strickler	Read Replies (1) \| Respond to of 74651

Ross, Some more thoughts on MSFT. With such a large 'presence' in the marketplace, and the vast numbers of people that are using MSFT, along with the 'historical' performance, everybody is encouraged ( from 'within' and 'without' ) to 'get a little of the action'! If MSFT can keep its price in the 'affordable' range, and people will buy 'a few shares' for their portfolio, then for them to spend a few bucks on the new release is 'no big deal' because 'they own a piece of the action'! (Maybe MSFT should 'issue' a share of stock for every $1000 of registered software that you buy! That would be a 'horrendous' bookeeping nightmare, but would it encourage more 'sales'? What a thought, buying into the company by using their products! That idea will be used at sometime, if it isn't somewhere already! If it isn't, YOU HEARD IT HERE FIRST!!!!) Additionally, with the historical performance, MSFT has attracted the eye of the mutual fund managers, and those are some people that are trying to maximize their performance, and they have the money to do it! There is a lot if momentum right here, right now! Does this make 'cents'? Ken