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Technology Stocks : How high will Microsoft fly?
MSFT 486.49+0.3%3:59 PM EST

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To: Al Bearse who started this subject4/30/2001 9:48:12 PM
From: Thunder  Read Replies (2) of 74651
 
"Microsoft broke the news on Thursday or Friday last week that if (gold code) went beyond early August, they would hold back Windows XP until early '02," one PC maker said. "We were briefed at a fairly high level and exited the meeting with the impression all bets were off for this year."

The issue apparently revolves around Xbox and Microsoft's concerns that marketing for Windows XP could interfere with the gaming console's introduction, slated for the fall--just in time for the holiday shoppers.

"If they found themselves in a position where they were messaging on Windows XP and Xbox at the same time, they would give on XP," Guernsey Research analyst Chris LeTocq said. "Microsoft would push back XP until next year."

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However, Gartner analyst David Smith disagrees with the assertion that marketing Windows XP and Xbox at the same time would present a problem. "It's inconsequential," he said.

Shawn Sanford, Microsoft's group product manager for Windows, also rebutted concerns that Xbox could affect Windows XP's release.

"Xbox and Windows XP are two completely different sides of the company," he said. "There's no real dependency of one on the other."


More conjecture at: news.cnet.com
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