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


To: johnd who wrote (50604)10/4/2000 5:44:36 PM
From: johnd  Respond to of 74651
 
And see AMD unit growth is next week



To: johnd who wrote (50604)10/4/2000 5:48:00 PM
From: Dan Spillane  Read Replies (1) | Respond to of 74651
 
Sentiment has really come down. I don't see Microsoft's fortunes as being the worst in two years.

Re:
Micron PC units up 35% sequentially, INTC 17% yr-over-yr growth, DELL 7% sequential growth, HP said PC demand strong, CPQ said consumer and servers are strong => So why will msft have a weak quarter??? Please someone explain.



To: johnd who wrote (50604)10/4/2000 6:18:07 PM
From: johnd  Read Replies (1) | Respond to of 74651
 
35% sequential PC unit growth - isn't that impressive? What % of PC market units does MU own?