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Technology Stocks : How high will Microsoft fly?
MSFT 486.50+0.3%Dec 23 3:59 PM EST

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To: Charles Tutt who wrote (49205)9/13/2000 3:35:50 PM
From: DiViT  Read Replies (1) of 74651
 
"PC investors shouldn't necessarily worry just because one of the largest providers of manufacturing services for the industry sees a soft September quarter."
...
"Yes, SCI warned of September softness. On the other hand, the contract manufacturer also reported strong bookings for the quarter and a solid backlog, so there's plenty in the pipeline for the rest of the year."
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"Thus, the widely-held, publicly-traded, uberOEMs -- that is, the companies most PC investors care about -- should report good sales for the next two quarters, which is about as much visibility as you can hope for these days."

Full article: zdii.com
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