| To: sandeep who started this subject | 10/20/2000 2:35:17 AM | | From: Andy Thomas | | | | from the clowns thread:
-Crash had a nice take on the 'Softee earnings party today:
In any case, near as I can tell (and these numbers
aren’t exact since there’s no way to know how exactly
everything has been recategorized) sequentially, their Windows
Platforms division saw a 21 percent decline in revenue, and their
Consumer division saw a 7 percent decline in revenue. If this is
"good" news, somebody beat with a bat and break my legs
cause I’d love to have a "good" day? On the back of that, MSFT
gained 20 percent today. Can we say, "expiration is
tomorrow"???
Beat me with a bat and break my legs? He captures the essence of being a bear in a manufactured bull market...
-
andy |
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| To: Andy Thomas who wrote (27) | 10/20/2000 10:35:58 AM | | From: sandeep | | | | | Whatever this person or you say, MSFT and INTC can return all the investors' money in less than 30 years with almost no growth. This is a compelling play to me. You may choose to not have an optimistic view of the world, I do. |
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| To: Andy Thomas who wrote (28) | 10/20/2000 10:45:54 AM | | From: sandeep | | | | | His numbers are completely wrong. Since he doesn't want to bother doing any research of read any news releases, he will always be ignorant. For his education, ask him to look at www.microsoft.com and go through investor relations etc to find the numbers he wants. |
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| To: sandeep who wrote (30) | 10/23/2000 6:42:35 PM | | From: Andy Thomas | | | | --MSFT and INTC can return all the investors' money in less than 30 years with almost no growth. --
what is the price/book?
how does that money grow? is that more like,
'assuming the stock market bubble continues to grow, msft and intc can return all the investors' money in less than 30 years with almost no growth...'
andy |
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| To: Andy Thomas who wrote (32) | 10/24/2000 3:12:09 PM | | From: sandeep | | | | MSFT earned ~$1.8/share this year. Assuming almost no growth, it should return it in 30 years or less along with $8/stock that they have today.
I am sure intc's numbers are similar. |
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| To: sandeep who wrote (30) | 10/24/2000 3:22:31 PM | | From: Dave | | | | "MSFT... can return all the investors' money in less than 30 years with almost no growth"
They could. But they won't. Instead, they will squander it on "strategic investments" in innovative new technologies which they will then destroy to prevent them from threatening their entrenched Windows/Office monopoly. And they will waste it trying to forcibly push losers like WinCE, MSN, and Dot-Net in order to illegally leverage their Windows/Office monopoly.
In contrast, AAPL could return investor's money in a long weekend by liquidating their short-term investments and auctioning off their intellectual properties. But they won't. Like MSFT, they are on a Holy Mission, and they won't rest until they have conquered or been defeated.
"You may choose to not have an optimistic view of the world, I do."
Predicting MSFT's demise IS optimistic.
Dave |
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