How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 476.93

+0.6%

3:59 PM EST

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To: Exacctnt who wrote (42833)	4/21/2000 6:39:00 PM
From: Charles Tutt	Read Replies (3) of 74651

I can understand your desire to spread the pain, and perhaps all the PC-specific companies WILL suffer, but I think you go too far when you try to project MSFT's problems onto CSCO, SUNW, EMC, etc. Of those you mention, I only listened to the conference call by Sun. They see continuing good growth, and as I recall reported a rising backlog and a good start to the current quarter. That's a lot different from the flat projection I understand Microsoft gave. I suspect the conference calls by CSCO, EMC and others involved in Internet buildout were also upbeat. BTW, does Microsoft even HAVE a backlog? JMHO.

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