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

To: Reginald Middleton who wrote (12516)	11/23/1998 3:44:00 PM
From: DavidD	Read Replies (2) \| Respond to of 74651

The off balance sheet liability relates to valuation. If MSFT must support its P/E, NT must be a winner. What % of revenues are projected to be from Win2000 in 2000 and 2001? 75%? 90%? I wouldn't quite say sell, but MSFT doesn't support such a hefty P/E premium over it's growth rate, especially when it relies so much on a single product. One day MSFT will implode - the stock may double first, but that day draws nearer all the time. Buy on any dip - target: $165 by January of 2000 - then run for the hills!