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

To: ed who wrote (19625)	4/3/1999 4:05:00 AM
From: jwright	Respond to of 74651

Go to bakeoff.ircache.net to set the results of the First IRCACHE Web Caching Bake-Off. So-called web caching giants CacheFlow, Cisco, Entera, and Inktomi declined to participate. IBM and Network Appliance participated but then declined to have their results published. No Microsoft products to be heard from or mentioned. In other words Microsoft is not even on the radar screen. Who was the competitor that destroyed everybody on both price and performance and the reason nobody wanted to participate or have their results published? Why just little oh Novell.

To: ed who wrote (19625)	4/3/1999 8:40:00 AM
From: t2	Read Replies (2) \| Respond to of 74651

Ed, You are the only one to disagree with "Sir Francis Drake" so far. I just can't look that far into the future to imagine numbers like that. I am more interested in the next 4 months. If growth rates slow down, we may see a lot of mergers among the big tech stocks--which would push stock prices and profits up. A 1 trillion dollar company is not out of the question. It may or may not be Microsoft. I am guessing MSFT will get there in 2 years. A key indicator for MSFT's growth will be how many equity puts the company sells this July (i think that is the time these get issued but I don't have any confirmation). Of course their strategy is to never let these get excercised and they have been. If this activity remains strong this year---we could 1 trillion by this time next year!!

To: ed who wrote (19625)	4/3/1999 5:11:00 PM
From: Sir Francis Drake	Respond to of 74651

The issue of MSFT being one company or 5 companies put together has no bearing on it's valuation. What matters is the overall growth and revenue generation. The point is what does MSFT make in profits in TOTAL, and how those profits are valued in the marketplace. If a business has $1 million profit, it doesn't matter whether they say it comes from 5 different divisions or only one. It's still $1 million. One can make the argument that MSFT is expanding into different markets through their different divisions. But that is part of what you price into the stock ANYWAY. We already KNOW that - don't fool yourself into thinking that the market has not already discounted strong and diversified growth in MSFT. I don't even know why I'm responding to such a pointless "argument". It's a total red herring. Ed - if your total yearly income is $1,000 - does it matter to you if it's from 5 different sources or only one? And yes, we already counted on your 5 different sources expanding. It's one thing to be a MSFT bull - I'm certainly one, and have been for many years. It's quite another to blindly assume that 100% yearly growth can continue indefinitely. Trees don't grow to the sky.