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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%Dec 5 9:30 AM EST

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To: Bearded One who wrote (15398)2/2/1999 12:51:00 PM
From: ericneu  Read Replies (1) of 74651
 
> My premise is that the Win98 revenues essentially substituted for Win95 revenues. I think that if Microsoft didn't release Win98, but instead released a free service pack to go with Windows 95, then their quarterly results would have been substantially similar. That's a conjecture which can be proven or disproven by looking at how many upgrades from Windows 95 to Windows 98 were sold.

From microsoft.com

"Redmond, Wash., July 16, 1998 - Microsoft estimates that more than 1 million upgrade licenses of Windows 98, Microsoft's new consumer operating system that works better and plays better, have been obtained at retail by customers in North America since the product's June 25 release."

Note that these figures are from less than one month after release.

- Eric
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