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

To: ed who wrote (20299)	4/12/1999 8:53:00 AM
From: John F. Dowd	Read Replies (2) \| Respond to of 74651

I think people may want alittle more than an Emachine. An Emachine is kind of like a Yugo or the old brown Datsun. No one makes money on these things but thet do get people in the door and into computing. This is no big deal. CPQ's problems are specific. They have changed their marketing model any number of time in the past 6 mos. They are overtaken by the rapid changes in hte industry and have been playing catch up ever since. This appears to be a good buying opportunity as it appears the market is about to react in its usual knee jerk throw the baby out with the bath water style. JFD