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

To: J. P. who wrote (5224)	2/24/1998 2:45:00 PM
From: RetiredNow	Respond to of 74651

J.P., this is the second time I've seen people post comments about how LU is trading at over 100 PE. This is simply not true. Here's a table for you: Stock Latest 12 Mos EPS Current Price PE CPQ 1.34 34 3/8 25.6 CSCO 1.54 65 15/16 42.8 INTC 3.88 93 11/16 24.1 LU 2.72 107 3/16 39.4 MSFT 1.58 83 1/4 52.7 MSFT has traded at or around a PE of 50 for as long as I can remember and Lucent's PE is maybe on the high end but 39 is not that bad.

To: J. P. who wrote (5224)	2/24/1998 2:48:00 PM
From: Ed Schultz	Read Replies (3) \| Respond to of 74651

< Convince me that Microsoft is worth 200 billion.> Unfortunately this person is asking the wrong question (and hence is probably a poor investor). The question is not what it is worth, the question is what kind of return can I get on it if I buy it? Frankly, I don't care if the value is $1 trillion today if I know (or strongly believe) that it is going to be $2 trillion tomorrow. Correct me if I am missing something.