How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 486.50

+0.3%

Dec 23 3:59 PM EST

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To: johnd who wrote (48991)	9/6/2000 2:39:32 PM
From: johnd	Read Replies (2) of 74651

Erika Klauer, analyst at Deutsche Banc Alex. Brown, said PC unit growth remains healthy and inventory levels at PC manufacturers are reasonable. "Moreover, we believe that the major DRAM makers have kept inventories very lean due to strong sell-out and we estimate inventory levels at about one week at most manufacturers," Klauer wrote in a research note to clients. ABN Amro Analyst David Wu said DRAM vendors have observed a normal seasonal pickup from PC OEMS in the United States over the last month. He said the DRAM spot-pricing environment was stable. What is real truth? PCs are dead or alive or growing?

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