How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 459.86

+0.7%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: nommedeguerre who wrote (66943)	4/9/2002 11:25:20 PM
From: David Howe	Read Replies (1) of 74651

Norm, << Let's see...36% not upgrading, 38% want to be "shown the way out"... >> That's your take. My take is the following: 1. 26% are upgrading and going with the new plan that has been offered. No doubt a huge boost to MSFT sales through this inspired upgrade deadline. 2. 36% will wait and upgrade at their own pace (just like they've done the last 15 years), not the pace set by the plan, but they will upgrade. They will pay full price for that upgrade. 3. 38% will look into other options (don't they do this usually anyway?). 90% of these will stick with MSFT products and 1/2 of those will eventually move to the new plan. The other 1/2 will upgrade at their own pace. To me, this looks like a boost to near term earnings, a boost to long term earnings (from the customers on the plan) and a loss of only a small number of customers. Sounds like a good move by MSFT. IMO, Dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next