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


To: JC Jaros who wrote (51924)10/21/2000 2:54:35 AM
From: TTOSBT  Respond to of 74651
 
I didn't know SUNW sold PC'S?

About a year ago IBM was losing money in the pc business (about a million a quarter). So Lou.G made "the pc is dead" statement as the service and mainframe/sw business was doing good back then. That's when all the analysts starting "the pc is dead" hype. So now IBM is losing money on their SW/mainframe business but the pc is healthy as GTW reported good pc sales also.

This fares well with MSFT and the pc makers. We'll know more after HWP/CPQ report as DELL already said they will miss.

TTOSBT