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


To: johnd who wrote (53719)12/1/2000 10:52:46 PM
From: Dan Spillane  Read Replies (1) | Respond to of 74651
 
I'm one step ahead (or 2 days, in this case)!

Friday December 1, 9:36 pm Eastern Time
IDC says U.S. notebook sales offset desktop decline
By Peter Henderson
"U.S. businesses have stepped up their purchases of notebook computers in the fourth quarter, unexpectedly offsetting much of the widely flagged slowdown in desktop sales to consumers, revised forecasts by International Data Corp. showed on Friday."

biz.yahoo.com

[2 days earlier]
To: johnd who wrote (53639)
From: Dan Spillane Wednesday, Nov 29, 2000 7:23 PM ET
Reply # of 53723
It seems to me the biggest trends are towards notebook PCs and PDAs. Where is the relative assessment of these markets amongst all the noise?
Win CE is on the rise, and certainly Windows on the notebooks.

Message 14909849



To: johnd who wrote (53719)12/2/2000 10:47:10 AM
From: Joseph Pareti  Respond to of 74651
 
>analysts need to separate Gateway's execution problem from
others.

jeff weitzen is an amd customer. do i need to say more ?