“We believe NT Workstation and Windows 2000 Professional will enjoy 30 percent growth in fiscal 2001. Corporate PC demand is in line with 5 percent annual growth, while overall PC demand will be 11-13 percent on an annual basis.”
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“Therefore, investor objections of not owning the stock based on breakup fears are no longer rooted in reality.”
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“We are expecting the company to report $6.5 billion (5 percent top-line growth) and 41 cents a share. Everything turns on guidance for the second fiscal quarter, and how the Windows 2000 rollout will look for next year.”
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