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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (30971)	10/20/1999 7:57:00 PM
From: Jill	Read Replies (1) \| Respond to of 74651

Doesn't it remind you just a little of CPQ blaming anything and everything but itself? IBM pulled PCs from the stores. In spite of Gerstner's B2B rally call a while back, which sent stock zooming, couldn't hold in face of poor results. But I hate to say it, I think it may pull down MSFT's rise tomorrow. A bit anyway Jill

To: t2 who wrote (30971)	10/20/1999 8:03:00 PM
From: J. P.	Read Replies (1) \| Respond to of 74651

Plus IBM sells a lot of midrange and mainframe hardware and software. Anybody who works in the corporate I.T. environment can tell you that no money is allocated for fourth quarter this year to purchase new hardware or software. There is a complete freeze out until after the fallout from Y2K is dealt with. Signing a liscensing agreement with Microsoft is a no brainer though, because what else are you going to do? Replace your NT network with Linux? -g-

To: t2 who wrote (30971)	10/20/1999 8:21:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 74651

Wall street is not that sophisticated.... Naz will go down 40-50 points tomorrow, all based on IBM crap. They are very weak in hardware, and have only managed to come back on service/consulting revenue. Everybody is eating their lunch. 1- Dell, Gtw in PC's 2- Dell & Compaq in x86 servers 3- EMC in storage 4- SUN in all Unix equipment. What's left ? Mainframe, and it is a slow replacement business, at best. Will the street see the difference ... No ! Funny, I knew this would happen, but did not have the courage of my convictions, as my own personal experience with IBM is that they were hurting already. I thought the stree was more intelligent, but obviously not Mark my words take care Jean

To: t2 who wrote (30971)	10/20/1999 9:58:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

t2: The institutional investor seems to be the big jerk in the investing world for the last five years. They have missed every market turn so far. They are going to use the IBM statement along with SAP's Y2K excuse to hold the market back while they get aboard. They send their mouthpieces to manipulate the market through appearances on TV. If it weren't for their size they would be out of luck. I can't understand the futures picture either. IBM is really not a bell weather when it comes to the NAZ. But from what I have seen they seem to throw the baby out with the bathwater continually as the fund managers try and compete with the indexes. This is truly an Alice and Wonderland market. JFD