Zeev's Turnips Patch-No Politics (ZEEV)

[Joe Stocks]

Zeev, Are you figuring the MSFT dividend into that 100 point drop? It is my opinion that the market is not discounting for this extraordinary event. The dividend alone is more than the market cap of HON or just about 15% less than the market cap of MCD. MSFT will lose 10% of it's market cap over the weekend more than likely. It is also possible that we see a rush to the door as many start to realize that MSFT's book value just lost almopst 40% of it's value. This could get interesting. Sure the money will be reinvested but probably not into anything that would affect the indexes like MSFT.

I would like to see more discussion on this MSFT thing and would appreciate any comments. I am thinking about taking a sizeable leap position out tomorrow as I think MSFT over the next year could easily work it's way down to historical price to book levels over the next year.