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


To: werefrog who wrote (60680)8/17/2001 10:30:05 AM
From: t2  Read Replies (2) | Respond to of 74651
 
Frog, It looks like HWP and Dell have painted a negative picture for PC related stocks for the next 2 to 3 months. It should not be suprising ahead of a big launch by MSFT on the way--but guess there were lots still expecting a bounce in demand for the back to school season...my guess would be that the students can wait a couple of months for XP.

Why October recover?
Could it possibly be that the September quarter earnings will be out and will be pretty bad. I guess it becomes a matter of trying to time the buys. Right now, there appears to be no rush....the train is not leaving the station yet.

I would expect any FED related Nasdaq rally next week to be sold.