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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: djia101362 who wrote (38134)	2/19/2000 1:38:00 AM
From: Dwight E. Karlsen	Respond to of 74651

Good article, djia101362 (what do the numbers mean, btw?) The best quote: "Now repeat after me: Microsoft is going to make a ton of money from Windows 2000. A ton. Of money." That just about says it all. This Win2K negative-hoopla reminds me of how Intel always used to release its newest and fastest chip with the statement, "it's mostly for servers and high-end workstations". And like clockwork ~six months later a new chip would come out "mostly for servers", and the former "mostly for servers" chip would be entrenched in the mid-range of consumer PCs. I'm not necessarily saying that the computer mfrs like Dell are going to abandon Win98, because I don't think that's going to happen. But all this down-playing of how fast companies will adopt Win2K could very well be wrong. It could be that many companies who had been making do with a Win95 or Win98 network (whether server-based or peer-to-peer), will now decide to make the jump to the very robust Win2K, skipping over WinNT completely. That would be a customer segment that I haven't even heard the industry analysts mention. It could be a very nice surprise coming.

To: djia101362 who wrote (38134)	2/19/2000 7:14:00 AM
From: John A. Stoops	Respond to of 74651

Thanks for this post. It's the best thing I've read in over 1 month on Microsoft. I'm long and strong. Get ready for lift-off folks. The FUD and Fog are lifting. John

To: djia101362 who wrote (38134)	2/19/2000 12:37:00 PM
From: Harvey Allen	Read Replies (2) \| Respond to of 74651

djia101362 re: Conclusion? Nobody makes much money from a free operating system. You're overlooking the fact that the users make money from a free operating system. With Microsoft's Client Access licenses and Select licenses you end paying through the nose. Who needs it. With Linux you just set up your business and go. Licensing fees a feature of Windows 2000, researcher says Microsoft also is promoting its "Select" form of customer licensing, Willingham said, another move that could lead to increased revenue for Microsoft. Select licenses are valid for two years, effectively locking customers into Windows purchases for 24 months. Alexa Bona, a GartnerGroup analyst in London, told Reuters: "There are probably less than 10 people in the world who really understand this--and that's because Microsoft (buries) it deep into their terms and conditions and make it very difficult to understand." news.cnet.com