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

To: Teflon who wrote (17713)	3/11/1999 5:43:00 PM
From: jmac	Read Replies (2) \| Respond to of 74651

I am a lurker. Read a lot but usually don't post. I was on vacation when CPQ tanked. Did CPQ come out and say there was a slowdown or did some analysts from Merill or somewhere else venture a guess that there was a slowdown? I thought the most interesting thing in the MSFT call was the statement concerning PCs. I would tend to believe MSFT over an analyst but would lend more credence to CPQ than MSFT when it comes to news about a PC slowdown. Does anyone know?

To: Teflon who wrote (17713)	3/11/1999 5:43:00 PM
From: S. Chiang	Read Replies (1) \| Respond to of 74651

<< Microsoft Corp (MSFT) 161 7/16 +1/16: software maker's CFO says Q3 on track to meet analysts' estimates; notes that end-user demand for PCs remains strong; stock slips 1 point in after-hours trading.... >> I guess investors expected more than 'meeting' the estimates.