How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 488.61

-0.7%

1:37 PM EST

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To: Exacctnt who wrote (29424)	9/14/1999 1:12:00 AM
From: codawg	Read Replies (2) of 74651

I'm sure your familiar with how different EMC's business is from Microsoft's. EMC has been downplaying Y2K revenue effects all year because they feel that purchase of storage devices is not discretionary and cannot be delayed. When you run out of space, you need more storage or the data spills onto the floor. Microsoft has been playing up Y2K revenue effects for months because they probably aren't sure what to expect, and know that NT Server, SQL Server, etc. purchases can be delayed for a few months if a company mandates. However, I do agree that the Y2K hype is overblown. If Fortune 500 companies haven't frozen their systems yet, then why bother. If they have, I think we'd be seeing a slew of negative pre-announcements from the tech companies that sell to them and ORCL, IBM, SAP, MANU, ITWO and others would be much more affected than MSFT.

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