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

To: Ed Schultz who wrote (5603)	3/27/1998 10:34:00 AM
From: Mohan Marette	Respond to of 74651

OT+OT+OT- If y'all need any diversion come visit : exchange2000.com

To: Ed Schultz who wrote (5603)	3/27/1998 1:11:00 PM
From: Sunny Lee	Read Replies (1) \| Respond to of 74651

MSFT accumulated deferred earning worth of few hundred millions dollars, make quarterly reported earning less than actual earning MSFT made, P/E appearly much overvalued than it actual is, I believe MSFT remain undervalued, but to what degree? Do anybody have latest amount of deferred earning? How can we quantify that to justify whether msft is undervalued?? price per cash flow? or deferred earning per share? how about EBIET (Earning before interest expense and tax)? Thanks in advance.

To: Ed Schultz who wrote (5603)	3/27/1998 9:49:00 PM
From: Kelly G. Splitt	Respond to of 74651

I agree.

To: Ed Schultz who wrote (5603)	3/28/1998 1:48:00 AM
From: Moominoid	Read Replies (1) \| Respond to of 74651

1. If you short, you lose. So far on four attempts I'm ahead on shorting MSFT - 2 wins two losses. See my last post. 2. The number for BillG must not be split adjusted. He has closer to 22%. That's what I thought. 4. Microsoft is not overvalued. I heard a top analyst (from DMG) state recently that he thinks Microsoft is undervalued! I'd like to see what quantitative model he uses to come to that conclusion. Either he doesn't have one or it must be theoretically inconsistent or the assumptions are all pushed in a favorable direction. Microsoft is undervalued only in the sense that people are prepared to buy shares in it because they know other people will take them off them when they want to sell at a higher price. I'd argue that that is unsustainable in the long-run like most other speculative bubbles. David