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

To: johnd who wrote (53899)	12/6/2000 7:01:06 PM
From: DiViT	Read Replies (1) \| Respond to of 74651

Intel's Craig Barrett (Transcript of Interview) 12/5/00 4:01:00 PM Source: Bloomberg News LINUS CHUA: And given that your biggest customers are still the world's biggest PC makers, how comfortable are you with the outlook for PC sales? People are talking about slower sales in just about every region, even in Asia where you're supposed to see strong growth. CRAIG BARRETT: Well, I tend to look at this more on a longer- term basis rather than on a week-to week or a month-to-month basis. We're still building out the Internet infrastructure everywhere and especially here in Asia and in the developing countries like Latin America and Eastern Europe. Communications infrastructure is still building out. I think this bodes well for companies like Intel, like Cisco, like Dell, like Microsoft, all those companies whose stock has taken a real hammering in the marketplace. I happen to think I have a very bright future in the long run. From the Intel thread: Message 14960302

To: johnd who wrote (53899)	12/6/2000 7:29:58 PM
From: The Duke of URL©	Respond to of 74651

When Bush said the Fat Lady will sing, I don't think this is what he meant: Free Opera: Start of something big? The Norwegian software maker has made its first free browser available for download. Will Linux, Mac OS, and BeOS versions be next? By Mary Jo Foley, ZDNet News December 6, 2000 2:00 PM PT As previously reported, Opera Software A/S made its first free browser available for download on Wednesday. Now the next issue is whether or not the Oslo, Norway-based software maker will also free its BeOS, Mac OS, and Linux zdnet.com Are you machines connected by a network, if so, what kind.

To: johnd who wrote (53899)	12/7/2000 11:38:39 AM
From: DiViT	Read Replies (1) \| Respond to of 74651

Global PC sales to grow 20% in Q4 theregister.co.uk Europe and the US might be suffering, but the global PC market is looking very healthy indeed. New research from IDC suggests that worldwide shipments will reach 40.15 million units in Q4 - growth of nearly 20 per cent on last year. Although demand for PCs is slowing stateside and Q4 consumer spending is not expected to be as strong as in Q3, researchers said that the introduction of Windows 2000 had sparked the beginning of a recovery in the commercial market. PCs bought in 1997 and 1998 for Y2K compliance reaching the end of their life cycle would fuel this gradual pickup. In Western Europe the commercial sector was responsible for the industry's woes. Business investment was slower than expected in the second half of this year. Predictions for Q4 were duly trimmed from 19 per cent growth to just over 15 per cent. The numbers were similar to those for the US where the shipments are expected to gain 15.8 per cent. Loren Loverde, director of IDC's Worldwide PC Tracker program, commented: "PCs remain the dominant means of accessing the Internet, and a lot of people out there are still buying PCs to get online." The global market is primarily driven from the Asia-Pacific region, the researchers said. Year on year growth in the region (excluding Japan) stood at 42.7 per cent - a high figure in itself, but beating analysts' predictions by 6.5 per cent. Forecasts for Q4 have been revised to 33.4 per cent year on year growth. Dell tops the vendor tables with nearly 20 per cent market share but Compaq was close behind with 17 per cent. The rest of the top five goes HP, Gateway and IBM. Between them these five account for more than 60 per cent of the market.