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

To: johnd who wrote (54577)	12/20/2000 12:04:48 PM
From: Charles Tutt	Respond to of 74651

I kinda doubt it. I'd put the PC in the same category as TV's and VCR's right now. Primarily a replacement market. Folks who don't have one yet are likely to opt for a smart cellphone instead. If they do choose a PC, it's likely to be a low-end one. JMHO, of course. Charles Tutt (TM)

To: johnd who wrote (54577)	12/20/2000 12:33:10 PM
From: Dan Spillane	Respond to of 74651

Spending increase "dropped" to 56 percent next year. The market sells off on a plan to increase spending by 56 percent next year?!? If you would have told me "spending to increase 56 percent next year on IT" I would be wondering what the Nasdaq is doing at a 2 year low. "planned increase in overall IT spending for the next year dropped to 56 percent from the 78 percent expected" biz.yahoo.com Isn't this being taken a bit too far--selloffs every day of 5 percent on the market when spending is to go up 50 percent plus next year?