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

To: johnd who wrote (49709)	9/22/2000 11:50:28 AM
From: johnd	Read Replies (3) \| Respond to of 74651

By the way, will supreme court rule on Monday, Sept 25th?

To: johnd who wrote (49709)	9/22/2000 12:17:57 PM
From: alydar	Respond to of 74651

I thought, in the past, that INTC (or analysts) said that their revenue might be a little bit light because of manufacturing constraints. That is a good sign. Yesterday they warn because of Europe or other? factors; I think they lied. INTC, MSFT, CPQ, DELL cannot say that PC growth is slowing and will continue to slow with eroding profit margins. If they confess it would only prove JC, Charles, Quick and other SUNW longs right. That the shift is occurring and it is very hard to change the direction of a locomotive. MSFT's earnings will certainly be interesting. INTC has 125% of all the supply of chips in the world for PC's. Thats right, they have a glut of inventory to dump. What caused this buildup, good question. Either piss poor management which I do not believe or general slowing for the demand of PC's. JMO, Bob.