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To: Think4Yourself who wrote (81733)	12/14/2000 4:47:57 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 95453

>> If I can get the number one software provider, and for all practical purposes the only O/S provider, for under $50, I am in for all I've got. << If this Christmas is really bad...which it's shaping up to be, what's to say there won't be an inventory glut post Christmas causing further mark downs etc? On a $1000 purchase you need to knock off quite a bit in price to stimulate buyers yet margins are very low. I can't see the computer market turning on a dime. This could easily get much worse into Q1 and Q2. After next quarter's numbers in March when they've had a chance to look out into the summer as well then estimates might be reduced enough that they can meet them. Until then techs are purely short term bounce plays imho. Even then it'll probably be too early to call the bottom. MSFT is down only 2 1/2 pts to 53 in after hours, but people really aren't looking ahead to Q2 and beyond imho. We've fallen so much so fast that things appear cheap, but they're not. There's far too much faith in Greenspan being able to turn the ship around on a dime.

To: Think4Yourself who wrote (81733)	12/14/2000 5:20:04 PM
From: rz	Respond to of 95453

A lot of large corporations use the Navigator. rz

To: Think4Yourself who wrote (81733)	12/14/2000 5:34:44 PM
From: BigBull	Read Replies (2) \| Respond to of 95453

ot JQP, yes indeed it will be interesting how the market reacts to the MSFT and ORCL and CSCO news tmw. MSFT hasn't warned since I can remember, and I am truly an "old fart" <g>. Imo for MSFT who is truly gifted in managing Wall Street expectations to say the things they are saying now about the pc market is incredible! PC sales must be falling off the proverbial cliff. The new MSFT products may be wonderful beyond belief but I am too old a MSFT watchers not to know most of the hype is vaporware that won't be seen on anyones pc for years to come. Everybody raise their hands who wants to shell out 200 bucks every 2 years for a new version of MS Office? Windows ME? What the hell was that? I'm still trying to get Windows '98 to keep from crashing. Why oh why didn't we get unix from the start? The pc gods are truly perverse in torturing us pc users with the harpie called MSFT. Technically, MSFT is "trying" to hold a bottom, right here,right now. If it can't hold these levels, imo, it's bail city. If it does a reversal tmw - well and good - THE bottom may be in. If it fails..... I'd at least wait to see if a reversal happens. But, it ain't my money.

To: Think4Yourself who wrote (81733)	12/14/2000 11:21:36 PM
From: CpsOmis	Read Replies (2) \| Respond to of 95453

Easy does it JQ..... I think it will get worse before it gets better w/MSFT. The election will take some of the heat off of the antitrust, but you are still looking at a market that is getting saturated in the states. The world markets are still out there, but piracy is an issue. Convergence is occurring on the "anti-PC" movement with all of the software moving to an internet based server and cheaper simpler workstation "dumb terminals". Microsoft will continue to do ok, but there time of spectacular growth has peaked IMHO. Having said this, my little nest-egg got its start from a 600% return on microsoft stock. I sold two years ago and put the proceeds into Oil stocks!!!!! It is now priced below what I sold it for two years ago. I thought it was overpriced then. Microsoft WILL be around, just as IBM is still around, but the future still has some twists, I'm afraid. BTW, I am a database developer when I'm not trying to scalp stocks..... FWIW Cosmo