Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: gnuman who wrote (73961)	1/18/2000 5:03:00 PM
From: Cynic 2005	Respond to of 132070

Have no fear, they will hype Windows 2000 to be big, really big.

To: gnuman who wrote (73961)	1/18/2000 5:24:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Gene, I have seen nary a report that looks like there was any growth whatsoever in PC revenues last year, and, indeed, I'm pretty sure they were down. MSFT's windows revenues showed, as you say, pretty sluggish growth. Unless I am engaging in "fallacy of composition," last quarter will be death on a stick for the boxmakers. Of course, I expect IBM to spin like a whirling dervish and fear HWP will try to do the same. Dell I'm not sure about. They occasionally tell things like they are, though the expectations for next year are always pretty silly. And, for what it's worth, I don't think a 31% eps gain deserves a 72 times pe ratio, especially not when the co. has Justice problems. <g>