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Technology Stocks : How high will Microsoft fly?
MSFT 478.52-2.8%Dec 10 3:59 PM EST

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To: Epics who wrote (53907)12/7/2000 9:24:08 AM
From: Jordan A. Sheridan  Read Replies (1) of 74651
 
"Goldman, however, noted that consumer sales of PCs make up just 10% of Microsoft's revenue and said the revision to its estimate is "only relatively moderate." "

Statments like this make it clear in my mind just how much of a herd mentality is driving this market right now. The most highly respected MSFT analyst says 10% or revenue is from consumer PC's, yet MSFT takes a 10 point haircut when GTW announced they were going to miss estimates....

just my .02

Jordan
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