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

To: Dan Spillane who wrote (53726)	12/3/2000 11:30:27 AM
From: johnd	Read Replies (1) \| Respond to of 74651

MSFT is on a revenue acceleration roll, 1%(Jun), 7%(Sep), 13%(Dec), 20%(Mar), 25%(Jun), 30%(Sep01); CPQ, HP say PC sales are very strong. Even stronger than expected in some case. Japan saw 41% growth in October, Corporate upgrade cycle has begun. This coupled with macro factors such as * Decreasing fed rates * Bush presidency (tax cuts, soc. sec funds into market) * Resolution of election (foreign funds back to US) * Stable Euro * Oil prices will further ease as season turns to spring. I think the environment is ripe for a strong December and even stronger January. My best picks are MSFT, CPQ, INTC, HWP Remember that MSFT is very very conservative in giving guidelines