How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 483.03

+0.5%

Dec 5 9:30 AM EST

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To: _scar_face_ who wrote (56925)	3/29/2001 5:56:04 PM
From: Charles Tutt	Read Replies (1) of 74651

I did listen to it "forwards." And what I heard is that only something like 25% of their sales are Sun OEM -- perhaps a couple of million dollars a quarter. They did blame their problems on Sun to some extent, but also said orders had resumed approximately normal levels in March. And it's certainly not clear to me that they're Sun's only source of the boards they provide. In short, they're a bit player I had never heard of before yesterday, and I wouldn't read too much into their problems. At least that's how I heard it. I encourage everybody to listen and decide for themselves whether the press and analyst accounts are accurate. JMHO, as usual. Charles Tutt (TM)

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