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

To: Epics who wrote (37143)	1/26/2000 4:14:00 PM
From: ericneu	Read Replies (1) \| Respond to of 74651

Mr. Softy will force the consumer vendors to go to 2000. --- Not so. Windows 2000 is all about *ability - reliability, scalability, manageability, etc. Design a quirky peripheral that doesn't quite follow the PCI specs? Unable to create a solid driver? Then you don't ship on the Windows 2000 CD and you don't get WHQL certified. It's exactly the right approach for a business-oriented OS. On the other hand, most consumers won't tolerate their ultra-cheap-n-cool peripheral of the day not being supported. Different usage = different mindset. - Eric

To: Epics who wrote (37143)	1/26/2000 5:14:00 PM
From: John F. Dowd	Respond to of 74651

Epics: What numbers are you looking at MSFT traded 24 million today. That is a light day especially in light of the 3+ point drop. Here is what happened. DELL preannounced on a weak day and some one leaked the information and that is what really makes me upset(i.e. MM's were pulling their bids) INTC was then clobbered because thwy felt if DELL is doing poorly then INTC chips will slow down out the door.From this the clever anal-ists then tell their superiors to sell MSFT because they are not going to go out in as many new DELL machines. Ithink what is missing in their calculations is that DELL's qrtr. is a month behind and it means that DELL couldn't push enough boxes out the door to catch up with the bad chip limited December month. So it wasn't Greenspan (bonds rallied)and it wasn't a capitulation (no volume) it was dumb DELL preannouncing bad earnings (about a nickel shy)with the worst of timing on a very weak day. But the goofy logic is this DELL also reported huge increases in sales "26 Jan 17:04 Despite the lower-than-expected outlook, Dell Computer said it still expects revenue from worldwide consumer and small-business segments to increase by more than 50% in the latest fourth quarter, compared with a year ago." Which is all that INTC and MSFT care about since DELL's botom line does not effect how many chips and O/S go DELL's door. So this should be good news for MSFT and INTC. Sure they missed a half billion more in sales but the 50% yr to yr increase should assuage the concerns of DELL's 2 big suppliers. This is a scary market. JFD