Market Direction Predictions and BS guesses Message Board

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Strategies & Market Trends : Market Direction Predictions and BS guesses

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To: Rextar98 who wrote (171)	6/8/2000 3:56:00 PM
From: mc	of 234

In my opinion the thinking there is backwards. If the Microsoft breakup allows for greater competition in operating systems then think of all the additional costs that software companies will have to incur to write code for multiple platforms. Hell, people can't figure out now if their systems meet minimum hardware requirements. Now we'll throw in different operating systems - end result: confusion. Confusion on the consumer side of things will result in two things: increased marketing costs and decreased propensity to purchase by consumers. Someone is going to have to pay for all that production cost. There is no way that prices will fall to marginal cost because marginal cost will be almost nil (The cost of throwing the software out there on a secure server and paying some accounts receivable people to count the cash coming in). I agree with Chief about distribution savings and increasing margins. I don't think there will be a store with barcodes though...just do everything online and cut out the retailers altogether. Example: PKWare mc

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