How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 476.93

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Nov 25 3:59 PM EST

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To: johnd who wrote (36843)	1/19/2000 2:51:00 PM
From: Charles T. Russell	Read Replies (1) of 74651

John and thread, I knew of very few corporations that were buying enterprise software or adding additional hosts to their frozen Pre-Y2K networks. The weaker than expected earnings numbers were probably related to a calendar quarter Y2K freeze. I would also assume that many were waiting for Win2000 and were experiencing a pre Win2K freeze as well. The consumer was out spending a lot of money at Christmas. There is a considerable amount of pent up demand in corporate America. Now that being said.... I expect adoption (en masse) of Win2000 to be somewhat slower than we experienced with Win95. In order to take full advantage all Win2000 Server features, the client must also be running Win2000. Also, a great deal of planning must take place before Win2K is installed. This will slow down the large buyers somewhat but probably not affect those with <50 node network. Win2K is a large beefy product. Big trains take a while to get up to speed.

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