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Technology Stocks : How high will Microsoft fly?
MSFT 477.19-0.4%Jan 12 3:59 PM EST

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To: Bill Fischofer who wrote (60522)8/10/2001 5:38:46 PM
From: dybdahl  Read Replies (1) of 74651
 
That is very dependent on which market you are defining, but if you count all the activity in the PC market, Windows XP is mostly only interesting for system administrators and PC sales people, as far as I see it. Most software vendors etc. don't care much yet, because Windows XP isn't widely deployed. Windows 95, 98 and NT4 are still the focus operating systems for many companies in the PC/Windows market, with Windows 2000 gaining acceptance and deployment.

Think of Borland, IBM, Corel, Asus, Philips, Hewlett Packard, Logitech, Sierra and other players in the PC market. They will benefit from Windows XP, but it won't improve their bottom line remarkably.

Personally, I think people have lost track for good on all the different Office versions. It's not Win95/NT any more, it's Win95/98/NT4/2000/XP/2002, and it's not Office 95 or 97, but Office 95, 97, 98 (Mac), 2000, XP with Office 97 being the standard file format. Confused? Customers are. CEOs are. Many even don't know the difference between MS Office and MS Windows any more, and Outlook Express is often just referred to as "Outlook", although they are two _VERY_ different programs and completely unrelated.

Lars.
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