How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 492.01

+1.3%

Nov 28 12:59 PM EST

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To: codawg who wrote (29426)	9/14/1999 1:34:00 AM
From: Exacctnt	Read Replies (1) of 74651

Codawg, <<I'm sure your familiar with how different EMC's business is from Microsoft's.>> Yes, storage business isn't affected like the boxes and software. That's why I mentioned SLR and their earnings. As you know, early hype about Y2K slowdown was supposedly going to affect pc purchases in the third and fourth quarter. SLR's beating earnings estimates indicates that demand is still in the market place. I hadn't heard whether or not they had a conference call with a warning for the remaining calendar year. Oracle's earnings tomorrow and the associated conference call should provide a clue as to whether software sales will slow down in the remaining months of this year. Oracle's stock price has run up in the past week on anticipation that business is good. On the other hand, Oracle has been known to shoot themselves in the foot from time to time. Regards

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