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

To: alydar who wrote (57705)	4/28/2001 10:07:49 AM
From: Bill Fischofer	Read Replies (2) \| Respond to of 74651

"Preservation of investment" has been a deadly trap for more companies than just about anything else in technology. Nobody cares about running XP on vintage hardware--that's just not a meaningful market. Meanwhile INTC is slashing P4 prices so that by the time XP shows up they'll be amply capable sub-$1000 P4 systems in wide availability. PCs are cheap and getting cheaper and more capable all the time. Old PCs are sunk costs which will never be "upgraded" to anything other than landfill anyway. As PC hardware gains in capability it needs more sophisticated software to make use of those capabilities in an intelligent manner. The fact that more sophisticated software requires more hardware capability is part of the virtuous cycle of innovation that hardware and software have enjoyed since computers first entered the commercial mainstream in the 1950s. It's the basis for the entire computer industry.

To: alydar who wrote (57705)	4/28/2001 10:09:53 PM
From: rudedog	Read Replies (2) \| Respond to of 74651

XP uses less RAM than Win2K and at least the beta appears to perform better. It runs fine on a 90 MHz Pentium with 64M RAM. That's probably not the recommended configuration but that's what I had laying around. Where do you get this idea that XP is some kind of hog? Or for that matter that each new OS takes more resource? In fact the opposite is true. It's just that as more complex apps are enabled, people want to do more things, and bigger things.

To: alydar who wrote (57705)	4/29/2001 8:50:52 PM
From: David Howe	Read Replies (1) \| Respond to of 74651

I'm back from vacation and I return to this BS? << As the quarterlys are showing, ORCL, SEBL, PSFT doing pretty well >> ORCL doing well? Is this an ORCL from a different planet, or the one that I'm familiar with? << If customers upgrade to XP and find that they need more resources (i.e., RAM, processing power) to make it run. >> Almost none of MSFT's revenue is from upgrades. Practically nil. New computers (with greater resources) will be sold with Win XP. That's how MSFT has grown its business for 15 years now. What's the issue? IMO, Dave