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


To: PMS Witch who wrote (53872)12/6/2000 11:31:35 AM
From: johnd  Read Replies (1) | Respond to of 74651
 
(1) Is it only the U.S. retail, consumer desktop segment that is weak?
That is 9% of MSFT business as I read it.

(2) Even there is the issue one of shift to consumer laptops from consumer desktops?

(3) Why only Gateway, apple, micron have issues and not Compaq, HP, Dell and IBM?

(4) How does one explain Japan PC sales up 41% in Ocotber, Europe coming back, and major OEMs commenting that PC laptop sales are on fire and server sales are strong?

(5) How do these reflect windows 2000 upgrades?