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Technology Stocks : How high will Microsoft fly?
MSFT 483.65-0.8%3:59 PM EST

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To: johnd who wrote (52236)10/26/2000 12:25:30 PM
From: Dan Spillane  Read Replies (2) of 74651
 
Wall Street is stuck with some false beliefs, and contradictions. Two big ones...

1) The popular "semi slowdown" talk is a lie. You've got three new video game systems coming out in the new year, along with all kinds of handhelds, and the Windows upgrade cycle. Not to mention the 3G network upgrades. All next year!

2) Also, B-Square (BSQR) reports earnings after the bell today. Microsoft is committing huge capital to Windows CE...expect good news. Why is Wall Street discouting the CE/device future so strongly when Microsoft sees handhelds as so strategic and is putting so much money here?

Strange and illogical.
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