aleksl - 7:25 pm on Jul 9, 2008 (gmt 0) profit margins 28.3% MSFT vs. 15% Yahoo
physics, stock is nothing but speculation. Look at the real numbers - cash, revenue, profit % etc, you'll notice that Yahoo! had a LOT of hype in the last 10 years, while it is not going to be easy to find another solid performer like Microsoft.
revenue $58 Bln MSFT vs. $7 Bln Yahoo
return on assets 20% MSFT vs. 3% Yahoo
return on equity 45% MSFT vs. 11% Yahoo
total cash $26 Bln MSFT vs. $2.6 Bln Yahoo (10 times!)
profit margins 28.3% MSFT vs. 15% Yahoo