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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: Charles Tutt who wrote (57714)4/28/2001 3:23:43 PM
From: Bill Fischofer  Read Replies (3) of 74651
 
Re: XP market share

The "market" I'm referring to is the share of OSes installed on new PCs. When MSFT releases a new consumer version of Windows it almost immediately becomes the default install on virtually all new PCs shipped by OEMs. There may be a brief overlap period but try finding a new PC this Fall with anything other than XP preloaded. That's ultimately the only market that matters because the percentage of home PCs which are "upgraded" is vanishingly small.

The consumer Windows experience has been (dis)colored by lack of familiarity with the night-and-day stability difference between the DOS and NT branches of the Windows family. That will change very soon. What proponents of other platforms must ponder is given that nothing else made a dent in Windows market share despite the lousy stability of the DOS branch over the past decade how will inroads be made against an "I can't remember the last time I had to reboot" Windows XP?

Colleges run whatever they can get for free or nearly free. That's why Linux is so popular and will take over from all proprietary versions of Unix. Five years from now there will be only three OSes with any measurable importance in the market: Windows, Linux, and IBM's z/OS.
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