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Technology Stocks : How high will Microsoft fly?
MSFT 474.51-0.8%2:14 PM EST

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To: johnd who wrote (50245)9/28/2000 7:13:29 PM
From: JC Jaros  Read Replies (2) of 74651
 
Unit growth. The dollar growth could be a *negative number, according to the margin trend for crying out loud. Where's the pressure btw, on those margins? Motherboards? Intel/AMD chips? No -- OS/Software. You may be amazed when you see Intel's unit growth into Asia substantially outpace what MSFT experiences. -JCJ
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