Historical Commentary on Microsoft During the Tech Bubble

3 months ago

David Rosenberg

"But that was the internet wave that engulfed everything. And so you had companies back then with real earnings, real balance sheets, real business models that are still around today like Microsoft, by the way, at the bubble peak in March of 2000. The biggest stock was not Lucent and it wasn't Pets.com. It was Microsoft and it wasn't no trillion dollar stock. It was over $400 billion."

The speaker recalls how Microsoft, as a fundamentally strong company, stood out during the tech bubble peak of 2000, highlighting its valuation and enduring business model despite the frenzy of overvaluation.

Related Stocks