SI
SI
discoversearch

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 : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: Tom Kearney who wrote (55213)5/5/1999 12:45:00 AM
From: 16yearcycle  Read Replies (3) | Respond to of 164684
 
Thanks!

Believe me, nothing would make me happier than for msft to get out from under this cloud. I have had my best year ever, yet have felt like I am trying to beat the odds, not having firm footing with brk doing poorly since last June and Msft having a net pe contraction over the last two years. Msft's real pe is under 40 now. Like the cfo says, the internet division would have a 200 billion cap alone if they spun it off. I know they are unhappy, but they have to settle the damn lawsuit. It's their own fault. And they have handicapped their ability to make deals.

They should settle the suit, and spin off a net division with a dividend of shares to existing shareholders,and make sure they give that division a few billion of cash to work with. They need to go after cable to squeeze aol, and not let T get such a leg up. Geezuz, T is positioned well! No I am not biting. They'll probably fu#k up somehow. You know how it is. Then the as*hol** on Wall Street wonder why some investors stay with tech and won't chase 3m. We expect the old standby's to screw up, after all they are good at it. I love DuPont but the revenue growth for those pieces of S**t has been running at 5-7% for a long time. They squeeze out better e growth than that thru tech and firing staff. That is truly a joke.

I actually think MSFT should buy amzn. I know it won't happen, but they could then use their leverage do make deals everywhere. They could afford it if it didn't work. I think it is worth the risk to them: amzn's cap is only 5% of msft's, and msft's stock is too cheap.
Amzn will sell about 5 billion next year of whatever, but on this dip will have a market cap of 20 billion. Why not buy them out for a 30 billion equivalent?