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

To: johnd who wrote (47967)7/18/2000 5:13:54 PM
From: t2  Respond to of 74651
 
Also take a look at Intel;s forward statement. Intel said, second half CPU volumes & revenue will be UP from larger unit production and strong demand.

Intel's forward looking statements are more important than MSFT if one wants to get an idea of PC demand. Intel's business is a leading indicator while MSFT's is a lagging indicator.

I am just amazed how MSN's popularity had surged worldwide in the face of all the negativity related to the trial.



To: johnd who wrote (47967)7/18/2000 5:26:22 PM
From: JC Jaros  Respond to of 74651
 
"Only 58 PE"? --- For an investment fund with a 10% growth rate? --- John, remember that 'organic growth rate' thing? MSFT is in negative numbers here. I wouldn't exactly be looking for upgrades tomorrow. -JCJ


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