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

To: Charles Tutt who wrote (49205)	9/13/2000 12:46:55 PM
From: johnd	Read Replies (1) \| Respond to of 74651

Charles, that report says, Intel is not able to meet demand despite increasing manufacturing capacity. If demand is so strong, is that good or bad for MSFT?

To: Charles Tutt who wrote (49205)	9/13/2000 3:35:50 PM
From: DiViT	Read Replies (1) \| Respond to of 74651

"PC investors shouldn't necessarily worry just because one of the largest providers of manufacturing services for the industry sees a soft September quarter." ... "Yes, SCI warned of September softness. On the other hand, the contract manufacturer also reported strong bookings for the quarter and a solid backlog, so there's plenty in the pipeline for the rest of the year." ... "Thus, the widely-held, publicly-traded, uberOEMs -- that is, the companies most PC investors care about -- should report good sales for the next two quarters, which is about as much visibility as you can hope for these days." Full article: zdii.com