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Technology Stocks : How high will Microsoft fly?
MSFT 492.01+1.3%Nov 28 9:30 AM EST

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To: Bill Fischofer who wrote (57703)4/28/2001 9:47:54 AM
From: alydar  Read Replies (3) of 74651
 
To Thread,

I agree with Dave. The XP or whatever they switched the name to is a non-issue and might actually be a negative. If customers upgrade to XP and find that they need more resources (i.e., RAM, processing power) to make it run. So, someone with an older machine will be disappointed with XP's performance and the newer PC's with XP will be in the higher price bracket. You might think this is good for the industry because of margin expansion but I think there will be resistance to it.

Also, and this has been discussed to death on this board but the OS is not the central point of intelligence going forward. As the quarterlys are showing, ORCL, SEBL, PSFT doing pretty well. The brain of the network will be in the database and not on some legacy PC with an outdated OS.

Thanks, Rocky.
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