How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 491.12

+1.7%

Dec 8 3:59 PM EST

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To: Al Bearse who wrote ()	2/6/2000 4:26:00 PM
From: Bill Fischofer	of 74651

Upgrades are irrelevant There seems to be a lot of consternation about W2K upgrades. The simple truth is that MSFT has no need for upgrades and in fact all upgrades are pure gravy. In eleven days W2K will be the current Windows corporate product and will be preloaded by default on all new Windows systems aimed at the corporate market. You'll have to specifically request that something else be preloaded on new systems. When Win98 became the current consumer Windows product you could still for a while request Win95. Try asking for Win95 today. For a while OEMs will still offer NT4 preloads but within six months to a year that option will be discontinued and W2K will be the only Windows OS shipping to the corporate market. Retrofitting a new OS onto an old PC is quickly becoming the equivalent of buying a new engine for a car. It just isn't done. It's far easier and cheaper to just buy a replacement current system with the new OS preinstalled. The real economics of the so-called upgrade cycle is driven by new system purchases, not by the ever-diminishing used PC retrofit market. This is why W2K will be a huge success--it will shortly be the only game in town for the Windows market. Unless one believes that the Windows market itself is going to shrink dramatically over the next several years there is no way for W2K to not succeed.

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