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Technology Stocks : How high will Microsoft fly?
MSFT 491.45+0.9%12:14 PM EST

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To: RTev who wrote (29220)9/6/1999 10:27:00 PM
From: Just_Observing  Read Replies (2) of 74651
 
Sun web site reports over 100,000 downloads of Star Office in less than 100 hours. Most of these downloads should be in the US since the Europeans would find it expensive to download such a big application (65 Megabytes and Europeans pay by the minute for local calls - hence the so-called free Internet access in Europe).

MS Office is estimated to have 100 million users. For Sun to begin to challenge MSFT, the numbers will need to go up by a factor of 10. If, and when the download numbers cross a million, we may see a negative impact on MSFT, IMHO.

Any analysis of these numbers will be appreciated. For example, how many new licenses of MS Office are sold every year worldwide? I would guess at least 10 to 15 million if the installed base is 100 million today. That works out to be 25,000 to 40,000 every day of the year.
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