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

To: Dave who wrote (55273)	1/16/2001 10:21:27 PM
From: johnd	Read Replies (2) \| Respond to of 74651

Dave, if Intel sold less chips for more money, is it good for Microsoft.? === "so the net is that if Intel has sold more chips for less money, it is not good for Microsoft."

To: Dave who wrote (55273)	1/16/2001 11:21:48 PM
From: David Howe	Respond to of 74651

Dave, << Furthermore, the low-cost PCs that are actually selling now are less likely to run the Office software for which Microsoft is mysteriously still charging hundreds of dollars, so the net is that if Intel has sold more chips for less money, it is not good for Microsoft >> You might already know this, but their business model never relied on people buying low cost PCs including Office software. Office software like Office 2000 and Outlook are sold almost exclusively to businesses. These businesses can't do without these products and they will buy them whether they buy a low cost PC or a top end PC. The home users that are buying the low cost PCs are probably just using them for internet access or word processing. The full blown Office or Outlook software does cost more than $200 and there are plenty of buyers. The popularity of the low cost PC doesn't change that, IMO. Dave