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

To: alydar who wrote (49686)	9/21/2000 8:17:07 PM
From: JC Jaros	Respond to of 74651

You know, IBM and HWP and the Wintel *vendors have been using "Y2K" as an excuse for a year now. If it's working for them (with analysts), you'd think Intel would just go with it too. <g> -JCJ

To: alydar who wrote (49686)	9/22/2000 8:05:46 AM
From: Harvey Allen	Read Replies (4) \| Respond to of 74651

Somewhere between 200 and 400 mhz chips, the supply of power moved beyond the computing public's ability to put such power to use. Bandwidth is now the driver of the technology revolution. We are still in the early stages of the bandwidth paradigm -- the stages in which the soaring supply in bandwidth is being outstripped by demand. Out go Intel, Microsoft (MSFT), Dell (DELL), and a host of other standard-bearers of the processor revolution, and in come Sycamore (SCMR), Ciena (CIEN), and their bandwidth brethren. Those who look at Intel's warning as a dark omen that the end is nigh will miss the fact that the end started a long time ago. Look at the stock prices of the aforementioned companies that were leaders in the processor revolution -- they have hardly been leading the technology sector. Message 14432420