Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: johnd who wrote (53626)	11/29/2000 5:32:51 PM
From: johnd	Respond to of 74651

What are CPQ, DELL, HP, IBM, MSFT, INTC saying about PC sales?

To: johnd who wrote (53626)	11/29/2000 5:45:26 PM
From: sandeep	Read Replies (1) \| Respond to of 74651

JohnD, this is not only an earnings slowdown for GTW, but revenue slowdown also. This affects every PC company...

To: johnd who wrote (53626)	11/29/2000 6:01:34 PM
From: t2	Read Replies (2) \| Respond to of 74651

I think MSFT will surely be hit but if we see the market anticipate some sort of price cutting by the boxmakers, that could be a catalyst for MSFT. In addition, companies like MSFT and INTEL are not the same, very high PE stocks. I read that even value funds are buying them. How much of an indicator is Gateway for the entire PC market? They primarily sell to consumers in the US market. Is there a chance that competitors like Compaq, Hewlett are in a better position than they have been in the past. Maybe not everyone wants to buy from the Gateway Store anymore. The regular retail channel may be OK; business market maybe strong as well. We certainly will have more uncertainty. Could get our morning SWOOOOOOSH!!!....followed by a rebound. Hopefully, we get our bottom in this market.