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

To: Jim Lamb who wrote (5214)	2/24/1998 1:07:00 PM
From: Joe Sabatini	Read Replies (5) \| Respond to of 74651

>>What a great post split day,new all time high What ridiculous valuations we're seeing these days. I like a rally as much as the next person, but Microsoft is trading in fantasy land. Can anyone honestly say that Microsoft will -ever- have an intrinsic (i.e. book) value of 200+ billion? The simple answer...'no'. No other stock is as removed from reality as Microsoft. If you take a stock like Applied Materials, though, it may very well one day have a book value of 13 billion, its current market cap. There are still bargains to be found. Microsoft is not one of them. Don't respond to this post if you are just going to defend Microsoft's price on the basis of some vaporous valuation principles. Convince me that Microsoft is worth 200 billion. Joe S.