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

To: johnd who wrote (48993)	9/6/2000 3:32:39 PM
From: David Howe	Read Replies (1) \| Respond to of 74651

<< What is real truth? PCs are dead or alive or growing? >> The truth?! You can't handle the truth!! <g> One of Jack's better lines. My understanding of the trend is that PC sales growth is slowing, but the PC is obviously not going away. BS from SUNW investors and employees should be ignored for the most part. Who are you going to believe, a SUNW investor that sits around all day bashing MSFT or Deutsche Banc Alex Brown? SUNW likes to say "we've been doing this for years". Well, PC sales have grown for years and years and will continue to, IMO. Dave

To: johnd who wrote (48993)	9/7/2000 9:01:10 AM
From: michael97123	Respond to of 74651

OT It is clear to me that Gore will win in November going away. MSFT longs(I am one) shouldnt be too disturbed by this fact. Reno will be gone and Gore has enough business targets (eg tobacco, tires, oil, autos) to keep his supposed populist tendencies in check. MSFT past arrogance is unquestioned, but the breakup is too severe a punishment as well as totally counterproductive in todays ever changing environment. Gore is not stupid. And there is no reason to believe that the Appeals court and/or the SC will be stupid either. With MSFT down 40% and this Kumar pc/chip call the last hit of many and with msft stubbornly holding at 70, it is clear to me at least, that the next move will be up. And if there is a SC ruling tomorrow on who gets the case next, as meaningless as this ruling is, it could lite the fire.