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

To: Sam Citron who wrote (17718)	3/11/1999 5:48:00 PM
From: jmac	Respond to of 74651

I heard on CNBC yesterday that ASP was remaining pretty constant and that it was the unit growth that was slowing. Now, why does everyone think that PCs are slowing (either ASP or unit growth). Did a PC vendor say something or was it just a dumb analyst shorting the stock and then presenting his opinion? Dell has been quiet ever since mssing revenues by $300M. That won't happen again. I think Michael was very surprised at the reaction. Intel hasn't warned even though everyone under the sun is worrying about it. I don't know if CPQ warned or it was an analyst. So, what gives? Inital reaction to MSFT news is -1050 on the GLOBEX.