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

To: DiViT who wrote (49122)	9/11/2000 11:50:35 AM
From: johnd	Read Replies (1) \| Respond to of 74651

60% sequential growth in PC demand? Holly mother. Is that real?. Has anyone noticed

To: DiViT who wrote (49122)	9/11/2000 7:24:58 PM
From: David Howe	Read Replies (3) \| Respond to of 74651

SUNW shrills say the PC market is dead. Who should we believe, the facts, or the factless? << August's PC sales saw 60 per cent growth, proving demand is not weakening in the sector. According to Delaware-based company FHI Research.com, the PC is far from dead, with 60 per cent sequential and 68 per cent year-on-year growth in August. The company based its research on the US retail sector, but uses the data to reaffirm its previous forecast of 22 per cent worldwide PC unit growth for this year. "This is still an extremely strong market," said Danny Lam, an analyst at FHI. The company says the only thing constraining the industry is the inability of companies such as Intel and AMD to meet demand for chips. >>