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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: stockman_scott who wrote (49464)12/13/2001 4:25:41 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
Microsoft support for Windows 2000 ends in early 2003

Of course, that is probably based on Son of XP being ready by then, which given MSFT's history in the timing of releases probably means another couple of year cushion.

With MSFT, we might also be seeing another interesting phenomenon in the Gorilla world ... given that MSFT can only keep up its rate of growth by selling revised versions to already installed customer base, what happens if the customer base en masse drags its feet? Certainly we have already seen a lot of resistance to having to upgrade systems that are otherwise performing well enough in exchange for features which may not be used. This could easily become a progressively significant factor.
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