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

To: J Krnjeu who wrote (20289)	4/11/1999 7:56:00 PM
From: ed	Respond to of 74651

Keep going up tomorrow. CPQ's problem is its own. The thin margin, competition from E-machine, and CPQ can't convert to direct sale model, because it will compete directly with its distributors, as a result , with CPQ's sales model, it has more layers of middle men, so even thinner profit . All the box makers will face the same problem, thinner margin. These will definitely help internet, software , and networking companies. I bet , DELL will come out to buy out some companies pretty soon, and look at COMS for its home networking division.