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


To: Hal Rubel who wrote (42955)4/22/2000 12:41:00 PM
From: johnd  Read Replies (1) | Respond to of 74651
 
"I think there is going to be a demand explosion in the third and fourth quarters that surprises even Intel," Lam said.
I strongly believe the last 2 weeks of March corporate PC demand turnaround that Microsoft saw is an acceleration that is going to lead to a demand explotion for the rest of the year.

The CPU, chips demand is the best leading indicator for Microsoft software. I think we will rock & roll. Some patience may be needed.



To: Hal Rubel who wrote (42955)4/22/2000 4:02:00 PM
From: abbigail  Respond to of 74651
 
Dear Mr Rubel:

Sorry, but it is the same old sour grapes story...

"On promoting free competition: As MSFT bundled its Windows to include what Netscape offered, it gave the message to the marketplace: "DONT DEVELOP INTERNET BROWSERS ANYMORE" so now you haven't seen one iota of development"

These competitors have the capital, but not the brains to build better software, browsers, mouse traps, et al.

Crying to uncle janet has worked, for now.

On another subject, or maybe it is the same subject ... just a different venue, somehow I feel the thugs at the doj have violated us again by their actions in Miami.

abbigail