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

To: johnd who wrote (42971)	4/22/2000 4:54:00 PM
From: johnd	Read Replies (2) \| Respond to of 74651

Captain, More on the Intel/AMD leading indicator, saying PC OEM demand is accelerating. Intel, AMD say a 3Q explosion is ahead are increasing capacity. Microsoft will soon admit that it was too conservative about expectations of when PC OEM demand will pick up. They may wait a few days to weeks. "In a conference call with analysts this week, Intel acknowledged it underestimated demand from PC OEMs for four consecutive quarters, leading chief financial officer Andy Bryant to say this week that "when you have four quarters above normal, there's the possibility that you were wrong." Intel said it is increasing its capital expenditure plans for 2000 upward, by $1 billion to about $6 billion"