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

To: Bill Fischofer who wrote (57703)	4/28/2001 9:47:54 AM
From: alydar	Read Replies (3) \| Respond to of 74651

To Thread, I agree with Dave. The XP or whatever they switched the name to is a non-issue and might actually be a negative. If customers upgrade to XP and find that they need more resources (i.e., RAM, processing power) to make it run. So, someone with an older machine will be disappointed with XP's performance and the newer PC's with XP will be in the higher price bracket. You might think this is good for the industry because of margin expansion but I think there will be resistance to it. Also, and this has been discussed to death on this board but the OS is not the central point of intelligence going forward. As the quarterlys are showing, ORCL, SEBL, PSFT doing pretty well. The brain of the network will be in the database and not on some legacy PC with an outdated OS. Thanks, Rocky.

To: Bill Fischofer who wrote (57703)	4/28/2001 2:40:46 PM
From: Charles Tutt	Read Replies (3) \| Respond to of 74651

As for immediately capturing 80% of the new market, I doubt it. Are you saying Microsoft will immediately discontinue all the previous versions? Aren't people still running Windows 3.1? And what about your own story about a major insurer staying with Windows 95, even replacing Windows 98 with it on new machines? Why will they treat XP any differently? Every time MSFT releases a new version of Windows, they label the previous version "crash-prone," but assure us the new one isn't. Eventually people will see through that (if they haven't already). I have a daughter in college. She told me a few days ago that Windows is extremely unpopular on campus. Linux rules, at least with the people she knows. JMHO. Charles Tutt (TM)