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Technology Stocks : How high will Microsoft fly?
MSFT 488.02+0.2%Dec 24 12:59 PM EST

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To: Bill Fischofer who wrote (61750)10/19/2001 2:02:10 PM
From: Dennis Doubleday  Read Replies (3) of 74651
 
> I pay $40 every month for my cable modem service and am happy to do so because I'm getting value for my money.

That's not comparable at all. That's a continuing fee for continuing access to a resource. Until Windows XP, consumer software has never been viewed as something that could be taken away from you if you don't keep paying for it. That will create resistance to initial purchase. MS is just betting that lost revenue from annoyed customers will be exceeded by continuing revenue from those who stay with it.

> When I buy a car I know I'll be paying to refuel, maintain, and insure it for as long as I own it and that's OK too

But you don't have to pay the dealer again to get the 2003 model unless you choose to. I WILL have to pay Microsoft again even if I don't choose to upgrade Windows XP II. That knowledge means I will choose not to get Windows XP in the first place.

One thing worries me, though: MS can't retroactively revoke my license to use Windows NT 4.0 or Windows 98, can they?
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