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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (10239)	6/27/1998 1:43:00 PM
From: micromike	Read Replies (2) \| Respond to of 64865

Lets say the DOJ wakes up and bust up MS. The consumers presently doesn't have a choice so when they do how in the in the H*ll is MS going to generate the big numbers or for that matter survive? Presently Win95 is a dog. Win98 is a limping dog, NT is a wanabe enterprise system but is Not There. Consumers are getting feed up with all this upgrade crap. Why can't MS develop a OS like Linux that is cheap and works? When you have a monopoly the sloppy products sell. Now you may say that MS doesn't have a monopoly. Why doesn't any large computer manufacture or for that matter any computer company start bundling Linux or what ever the consumers demand for the OS? Sooner or later MS will get what's coming to them and when that happens head for the life boats. This could be bigger than the Titanic. JMHO Mike

To: cfimx who wrote (10239)	6/29/1998 12:58:00 AM
From: Cengiz Erbas	Read Replies (1) \| Respond to of 64865

> Lets say they grow that at 20% rates for ten years [...] > Let's say investors only feel msft is worth a 25 p/e then [...] > An investor buying today at $103 would get a 10.15% cagr > on their money, even with a p/e of 60 on the current stock. Are you trying to prove to me that a company with a potential to grow 20% annually for the next 10 years deserves a P/E=60 today? Or, are you trying to tell us that your investment on a company is based on your growth predictions for the year 2007, 2008 and beyond? Based on what assumption you think that the company will deserve a P/E=25 in year 2008? What if P/E=15 by then? Are you gonna be happy with your investment even if the company meets your growth expectations year-after-year for 10 years? Write down your assumptions, and lets see whether your investment decisions today is based on your predictions for the year 2008, or 2013 or what? You are not discussing investment, Xiao/Twister... You are a follower of a religion, and practising your worship here! Cengiz.