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

To: Charles Tutt who wrote (13435)	12/22/1998 8:06:00 AM
From: t2	Read Replies (1) \| Respond to of 74651

Charles, does the valuation of internet stocks seem reasonable to you? Why does a high market capitalization of MSFT, an internet stock to some extent, seem unrealistic. In a normal market, you have a point but not in this environment.

To: Charles Tutt who wrote (13435)	12/22/1998 9:30:00 AM
From: Brian Malloy	Read Replies (2) \| Respond to of 74651

Charles ref the "Does that really seem reasonable to you?" on ed's take of the price of MSFT in 2001. I think ed is right on target. MSFT in the next year to year and a half is about to begin a new upgrade cycle that will serve to power the entire computer industry. When NT5/Win2000 and the new Office suite and back office suite and others hit the market, look for the growth rate not to be 30% but to spike somewhere between 50-65% top line earnings growth. By the way, your post didn't even consider internet related profits. Regards