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Technology Stocks : How high will Microsoft fly?
MSFT 486.83-1.1%Dec 1 3:59 PM EST

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To: johnd who wrote (50417)10/2/2000 2:55:35 PM
From: Dan Spillane  Read Replies (2) of 74651
 
The Taiwan market tanked--there are a lot of Microsoft holdings coming from there. The high tech news and outlook from Tokyo has been great and positive but they say they can't go up because of Intel and Apple.

The markets are obsessing about Intel and Apple. In the medium and long term, I think there is damage in Taiwan but I think this will ultimately benefit US semiconductor companies because the capex in Taiwan may be set back.

So I think the US companies are having quite a laugh.
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