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Technology Stocks : How high will Microsoft fly?
MSFT 510.37+1.4%Nov 14 9:30 AM EST

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To: t2 who wrote (30971)10/20/1999 8:21:00 PM
From: Jean M. Gauthier  Read Replies (1) of 74651
 
Wall street is not that sophisticated....

Naz will go down 40-50 points tomorrow, all based on IBM crap.

They are very weak in hardware, and have only managed to come back on service/consulting revenue. Everybody is eating their lunch.

1- Dell, Gtw in PC's
2- Dell & Compaq in x86 servers
3- EMC in storage
4- SUN in all Unix equipment.

What's left ?

Mainframe, and it is a slow replacement business, at best.

Will the street see the difference ... No !

Funny, I knew this would happen, but did not have the courage of my convictions, as my own personal experience with IBM is that they were hurting already.

I thought the stree was more intelligent, but obviously not

Mark my words

take care
Jean
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