How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 483.03

+0.5%

Dec 5 9:30 AM EST

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To: Tony Viola who wrote (47844)	7/16/2000 6:37:43 PM
From: michael97123	Read Replies (1) of 74651

Tony, According to Murphy and others the CA/BMC shortfalls had as much to do with economic factors as IBM new mainframe release. Companies having just come thru Y2K expenses and beginning to feel the effects of higher interest rates and other pressures on bottom line + confusion over the many choices in software currently available may have collectively decided that now was the time to slow down a bit on purchases. With MSFT we are talking about a potential 5% slowdown in sales for this past quarter as well as the one we are now in. With CA and BMCS because of the IBM factor mainframe software sales slumped much more. BTW, Does anybody have a feeling about the future of BMC and CA going forward as investments.

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