How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 492.01

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Nov 28 9:30 AM EST

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To: johnd who wrote (1637)	6/17/1997 3:27:00 PM
From: mxyztplk	of 74651

johnd, "Analysts Differ About Effects Of Intel's Price Cuts on Chips" A WSJ article posted on the Intel thread today. exchange2000.com Extracts: --------------------------------------------------------------------------------------- "There will undoubtedly be a surge in demand as a result of this [price cut], and associated with that comes better sales and profits for the computer industry," Mr. Neff said. Other analysts say the cheaper chips will accelerate a trend among consumers to purchase computers in the $1,000 price range, thus eroding the higher profits generated by more expensive machines. The cheaper chips, some of which were state of the art just a year ago, will create "growth in an unattractive part of the market," said Roxane Googin, an independent analyst. ----------------------------------------------------------------------------------------------- Hmmm - does anyone know the name of a company that would benefit from a surge in unit shipments, regardless of price of the machines? < g > Best regards, Arno PS - maybe someone should mention to the WSJ that computers encompass hardware AND software.

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