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taxman-- I hope we are seeing more of msft leading the expectations lower than we shall see. Gates was an expert at giving a positive surprise nearly every qtr. My guess is 25% may be on the low side for this year and next-- who knows what services with high margins will be provided then,, what new products,, how much support the PDAs will require and cell phones too,,, 14% is a nice place to start especially if we see double that--- by next year corp IT spending shouls increase as budgets get back in line after Y2K spending,, new servers and legacy free machines,, IMO many are counting on ASPs to take big business to the net and that will not happen,,, who wants their files and documents controlled by who knows who in who knows where with what security,,, some will for sure-- esp small and mid size with no is/it budget but,,, |
