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

To: John F. Dowd who wrote (37049)	1/24/2000 9:26:00 AM
From: John F. Dowd	Respond to of 74651

MSFT dead I guess Minolta doesn't think so. News To print this story January 24, 2000 06:22 SAP-Microsoft Congress Features 10,000th Installation of SAP Solution on Windows Platform; Minolta Embraces SAP Solution on Windows Platform FRANKFURT, Germany--(BUSINESS WIRE)--Jan. 24, 2000--Today at the SAP-Microsoft Congress 2000, SAP AG (NYSE:SAP), the leading provider of inter-enterprise software solutions, and Microsoft Corp. (Nasdaq:MSFT), the worldwide leader in software for personal and business computing, announced the 10,000th installation of the SAP(TM) solution on the Microsoft(R) Windows(R) operating system. This significant milestone was achieved at Minolta Co., Ltd., which is also considering moving its installations of the SAP solution to Microsoft Windows 2000 and Microsoft SQL Server(TM) 7.0. Currently, more than 60 percent of all new installations of SAP solutions are on Microsoft Windows NT. JFD

To: John F. Dowd who wrote (37049)	1/24/2000 9:35:00 AM
From: John F. Dowd	Respond to of 74651

Who says the PC is dead - Not IDC and its stats! News To print this story January 24, 2000 00:16 Q4 PC market grew 17 pct as industry shrugs off Y2K By Eric Auchard NEW YORK, Jan 24 (Reuters) - Personal computer shipments grew at least 17 percent worldwide in the fourth quarter, as seasonal consumer sales strength helped the industry dodge slowing business PC sales tied to Year 2000 computer fears, market researchers said in surveys to be issued on Monday. Analysts at research firms Dataquest and International Data Corp. said PC markets can maintain this pace in 2000 if prices fall further, especially in business PC markets, and consumer demand for new PC models pick up in already-saturated markets. "The dynamic that is operating in the industry is that unit growth will only continue at these levels if average systems prices continue to fall," said Charles Smulders, analyst at San Jose, Calif.-based Dataquest, a unit of Gartner Group . Smulders predicts that the growth in shipments of PCs will slow from 21.7 percent in 1999 to around 18 percent during 2000 unless price-cutting that swept through consumer markets during 1999 reaches deeper into the business PC market this year. The PC market grew 17 percent in the fourth quarter of 1999, compared to the year-earlier period, Dataquest said. JFD