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

To: brian z who wrote (53277)	11/14/2000 8:34:57 AM
From: Harvey Allen	Read Replies (2) \| Respond to of 74651

MS to intro 'annual sub' price structure with Office 10 Microsoft is to introduce its long-anticipated "annuity" model for software sales in the middle of next year, the company announced today in Las Vegas. But although renting out software as a service is a key part of the .NET strategy, the software the company will be renting first will be exactly the same as the packaged version you buy (well OK, license) outright. Essentially, when Office 10 ships "towards the end of the first half of 2001" Microsoft will be testing out the mechanisms before it's actually shipping the product. Office.NET, which presumably will be the real thing, is a separate development track to Office 10, which to all intents and purposes will be a traditional packaged product. theregister.co.uk

To: brian z who wrote (53277)	11/14/2000 11:33:35 AM
From: johnd	Read Replies (1) \| Respond to of 74651

Brian, MSFT will have record revenues and record profits both in Dec Q and in FY01, FY02, FY03. This is the first Q, where all the new products will finally see a full Q (such as WinME, Exchange2k, SQL2k, Macoffice2001, Windows2000SR1,Office2000Sr1,...). All indications that I see are that the much anticipated corporate upgrades have started. Look at laptop sales at HP, DELL, CPQ, IBM. HP had 165% growth, DELL, CPQ saw 65% or so growth in laptops. Also growth in Windows2000 servers are very strong. === Stanek surveyed several corporations about their plans for Windows 2000 and was surprised to see that many of them were planning to adopt the new software -- but without ADS. Previously, most observers thought Microsoft would do everything it could to discourage companies from disengaging the ADS feature. In addition, many feared that the software would be much less stable and prone to breakdowns without ADS operating. That hasn't been the case, according to Stanek. "Our research indicates that [information technology] administrators can deploy Windows 2000 without ADS and still capture many of the compelling benefits of the upgrade now," he says. He goes on to predict that two-thirds of Windows 2000 installations in 2001 will be done without ADS. Previously, the assumption was that almost every incident of Windows 2000 would occur with ADS enabled. If Stanek is correct -- that companies are finding it easy and favorable to deploy Windows 2000 without ADS -- it could drastically alter some of the pessimistic forecasts of Windows 2000's fortunes. One analyst, Melissa Eisenstadt of Credit Suisse First Boston, did note that the past quarter's results, which Microsoft reported in late October, showed higher-than-expected Windows 2000 sales, which bodes well for the all-important first two quarters of 2001. "The earlier-than-expected momentum in Windows 2000 suggests there could be upside to our revenue forecast," she wrote in an October report.