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Technology Stocks : How high will Microsoft fly?
MSFT 478.04-1.1%Jan 8 3:59 PM EST

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To: Dave who wrote (61849)10/21/2001 4:23:46 PM
From: Bill Fischofer   of 74651
 
Re: Upgrades/replacements

You've made this argument repeatedly and the reason it doesn't hold water is that it ignores Moore's law. Computer capabilities continue to improve at an exponential rate, which only makes the "upgrade" argument more irrelevant with each succeeding generation. At the same time machines have evolved from hobbyist part-kits to sealed-box disposable "appliances". When was the last time you "upgraded" your cell phone other than by replacing it with a newer model? That's the current business model for today's consumer PCs. Ignore the model if you wish, but understand that the overwhelming majority of consumers are very happy with it.

As far as "vitriolic contempt" goes, that seems to characterize much of the anti-MSFT sentiment on this board more than it does MSFT's relations with some imagined aggrieved "consumer".
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