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

To: johnd who wrote (48154)7/25/2000 8:34:51 PM
From: Bill Fischofer  Read Replies (1) | Respond to of 74651
 
Yes, I also see CPQ noted a 40% increase in "Industry Standard Server" shipments in this quarter.

W2K is a complex product launch, but momentum is clearly building. Other quote worth noting:

During the quarter, Compaq shipped its 100,000th iPaq PC, "making it our fastest new product ramp ever," with "over 50 percent of these machines shipping with Windows 2000,"

Full article at news.cnet.com



To: johnd who wrote (48154)7/25/2000 9:58:44 PM
From: Epics  Respond to of 74651
 
John,

You need to understand that it takes time. By third week of
August we should be back to where it was pre-earnings (high 70's low 80's.) Its not going up 10 bucks in a day, although
i expect an oversold rally based on the bullish compaq report that shows revenue growth on the horizion. The short
term slowout is already priced into the stock. And the f microsoft comments indicate a bottom


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