How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 493.80

-2.7%

Nov 18 3:59 PM EST

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To: johnd who wrote (53235)	11/13/2000 1:38:29 PM
From: Milan Shah	Read Replies (1) of 74651

"PC revenues were up 40%, with home PC revenues up 62%, notebooks up 164%, workstations up 11%, and commercial desktops up 8%." This was my main reason for getting into HP - they have a unique ability to bundle things like CD-RW and Printers - both of which they have a very high quality inhouse products. If I were offered a HP PC with an HP Inkjet vs a Gateway PC with "free color printer", I think HP makes the more compelling buy. On the server front, they already have a customer base of server/workstations, so even if the technology shifts from RISC etc. back to things like IA64 or 8way machines running NT Datacenter etc., they should be well positioned. So far, my excellent analytical skills have served to slice my capital in half... Milan

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