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

To: t2 who wrote (53632)11/29/2000 6:24:50 PM
From: johnd  Respond to of 74651
 
T2, price war that will benefit MSFT has started.
===
The bad news was likely to continue into the first quarter of next year as computer makers
will be forced to slash prices to reduce inventories, Gateway Chief Financial Officer John
Todd said on a conference call.

``Clearly we think Q1 will be an aggressive sort of price war,'' he said. ``People are going to
have to be aggressive to get the inventory out.''



To: t2 who wrote (53632)11/29/2000 6:42:53 PM
From: Milan Shah  Read Replies (1) | Respond to of 74651
 
How much of an indicator is Gateway for the entire PC market? They primarily sell to consumers in the US market.

Unfortunately, GTW is supposed to be an excellent indicator, because their mix is 60% business, 40% consumer, which is approximately what the national mix is. I'll try to find the articles from last quarter that indicated this fact.

Milan


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