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

To: Mike Milde who wrote (10160)	8/18/1998 9:31:00 AM
From: DownSouth	Respond to of 74651

I understand that SUNW's customer base is being eroded by WINTEL at the low end and will be threatened further in the months and years ahead. I have insight into that because I seeing it happening. I dumped SUNW and continue to invest in INTC and MSFT.

To: Mike Milde who wrote (10160)	8/19/1998 7:58:00 AM
From: Reginald Middleton	Read Replies (2) \| Respond to of 74651

<Oh sure, lets buy it just because everyone else is. A lot of fund managers that did that in the early 70's soon lost money big time. I analyzed a database of mutual fund performance data a while back. Choosing funds that have a good track record does not actually improve your odds of picking the right fund for future performance. The only solution is to invest in areas that you understand and have insight into.> Well, I understand software very well. I am also well versed in measuring economic value and financial performance. Not to be condescending, but Cheryl just does not know what she is talking about. I would not state it in such a direct fashion if Cheryl would not be so impolite in addressing others who disagree with her. I have stated before that accouting earnings should be ignored in valuing companies. I have personally run analyses of earnings against market value for high growth companies, and earnings tend to mean diddly. I have made it easy (and free for the stingy) to run thier own analysis as well. Look here for the introduction rcmfinancial.com and here for analysis by industry rcmfinancial.com. You can query the company of your choice by selecting the "query the database" link on each page.