How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.53

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Dec 12 9:30 AM EST

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To: techanalyst1 who wrote (60165)	7/26/2001 9:46:56 PM
From: Bill Fischofer	of 74651

That's a question only you can answer. PC price/performance continues to improve at a breakneck pace so that machines have a useful lifespan of perhaps three years. People buy new cars even though the automobile industry is very well established. People buy new PCs for much the same reason--they're a necessity that have a useful lifespan and then need to be replaced. The XP delta is based on lowered industry costs and increased consumer appeal. If XP causes the average consumer to accelerate a PC replacement by even a few months over the replacement cycle they'd otherwise follow then it will jumpstart the entire PC industry.

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