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


To: t2 who wrote (21112)4/21/1999 8:07:00 AM
From: secrus2  Respond to of 74651
 
GTW and DELL may have an impact from MSFT results. The software wasn't discounted in PC prices but ASP is less. The results confirm that units shipment is OK only not margin for PC makers.



To: t2 who wrote (21112)4/21/1999 9:11:00 AM
From: John F. Dowd  Respond to of 74651
 
tech2000:Why should DELL and Gateway be beneficiaries. Only a 1/3 of Windows is sold through OEM's. Maffei might have spooked the anal - ists by his software lockdown caution.

JFD