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

To: McClam who wrote (12399)	11/19/1998 3:25:00 PM
From: C. Niebucc	Respond to of 74651

Intel sold out? What does this mean for Microsoft... Also, MS bought $30mm worth of RNWK shares at $9. Now they are selling them shares. Nice profit. Should offset any cost in doing the court ordered Java Lombotomy. Intel , Brighter 4Q -2: Says Sold Out Of Chips For 4Q >INTC 11/19/98 Dow Jones News Service (Copyright (c) 1998, Dow Jones & Company, Inc.) By Maria V. Georgianis NEW YORK (Dow Jones)-- Intel Corp. (INTC) set another 52-week high Thursday as the computer chip maker continued to tell investors that its fourth quarter is looking stronger than anticipated, and that business in the past two weeks is up more than expected. Intel Chief Financial Officer Andy Bryant told investors over a breakfast meeting in New York Thursday that the company has sold out of chips for the fourth quarter and that "costs are coming down dramatically," said Dennis McKechnie, portfolio manager of the Pimco Innovation Fund. Goldman Sachs & Co. analyst Joe Moore said Intel "sees a very good tone of demand," in the fourth quarter. Goldman Sachs sponsored the Intel breakfast meeting. There has been "incrementally more positive news" from Intel over the past few weeks, said Donaldson Lufkin & Jenrette Corp. analyst Charles Boucher. "Portfolio managers are increasing their weighting in large-cap semis," he said. Last Friday, at Intel 's meeting with Wall Street analysts, the company indicated that the fourth quarter is looking strong, Boucher said. And just a week ago the company preannounced an above-expectation 8% to 10% sequential rise in fourth-quarter revenue because of strong demand "across all market segments and all geographies." Investors are assuming that the 8% to 10% revenue growth guidance over the third quarter "is a floor for what the real performance will be," Boucher said. (MORE) DOW JONES NEWS 11-19-98 02:24 PM

To: McClam who wrote (12399)	11/20/1998 2:51:00 PM
From: cheryl williamson	Read Replies (3) \| Respond to of 74651

McClam, There are those investors who like to know the fundamentals before they risk money. That usually requires knowledge of the company's products & services. If you care to read the posts, Toy includes quite a bit of hard information that reflects upon M$FT's efforts in the marketplace. Many practical investors want to know if and when there are problems. You may think that product quality has nothing to do with the success of the business, but try to think of a successful large-cap company that makes nothing but sub-standard products. From commodities to consumer durables, QUALITY COUNTS and is rewarded by the marketplace. Even M$FT is going to realize one day (soon) that their products have to shape up or they're going to get shipped out. cheers, cherylw