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

To: johnd who wrote (38898)	3/1/2000 9:22:00 PM
From: Captain Jack	Respond to of 74651

"an optimist" -- OK and I hope you are correct!!!!

To: johnd who wrote (38898)	3/1/2000 9:31:00 PM
From: rudedog	Respond to of 74651

John - I agree that the "pessimistic" projections are actually good news for MSFT - the projected uptake in commercial accounts is way stronger than the adoption rate of NT4 workstation over Win95 was. 20% upgrading this year would be a win IMO and the rest just adds to the momentum. I was talking specifically about the consumer space, which will not be affected until the "convergence" product, which is post-millennium and so probably late 2001. In the mean time, the big units are commercial anyway, so MSFT should do just fine. About 80% of the desktop market, in units, is commercial.