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

To: ed who wrote (6216)	4/26/1998 10:07:00 AM
From: Moominoid	Respond to of 74651

I do not think you should compare MSFT with IBM and Sony, they are in a completely different business environment, so the PE given by the street will be different. If the PC business continues to grow , and which I believe so, MSFT will surely grow, but not necessary for IBM. Because IBM has more competitors than MSFT in their respective business. So, with a PE of 60 , it is acceptable for MSFT, but not IBM or DELL Certainly the correct PE for MSFT is higher than for either IBM or Sony. The point is the market PE is nearer the correct PE for the latter two than for MSFT. David