Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: johnd who wrote (15564)	2/5/1999 4:54:00 PM
From: johnd	Read Replies (3) \| Respond to of 74651

Comparing CSCO, DELL and MSFT DELL is expected to earn 1.47 for calendar 99 CSCO is expected to earn 1.60 for calendar 99 MSFT is expected to earn 1.60 for calendar 99 (after split) Yet, DELL is trading at 100, CSCO at 102, MSFT at 80. Why? Is it MSFTs ability to keep its value too low? Is it the DOJ? Is it that CSCO and DELL are overvalued? Is it that CSCO and DELL have faster eps growth than MSFT? yeah? So what is it? Anyone disagree than MSFT has the tightest grip on its revenues and eps among the three titans? This valuation descripancy puzzled me for a while. I attributed that CSCO and DELL being way too overvalued. johnd