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


To: Bill Fischofer who wrote (57718)4/28/2001 3:49:18 PM
From: Charles Tutt  Read Replies (2) | Respond to of 74651
 
If what you say is true, Windows ME, as the current "consumer version of Windows," should have 80% of the consumer market. I don't know. Does it?

FWIW, I was talking about college students with their own machines. The machines owned by the college itself (in the labs) are mostly Windows based (and loaded with viruses, according to my daughter). So the situation is the opposite of how you perceive it.

JMHO.

Charles Tutt (TM)



To: Bill Fischofer who wrote (57718)4/28/2001 4:03:06 PM
From: Dave  Read Replies (2) | Respond to of 74651
 
The "market" I'm referring to is the share of OSes installed on new PCs.

Why? The relevant question is how XP will help Microsoft to earn more money. Replacing one MSFT OS with a new one has zero effect on MSFT's bottom line. If the market you're referring to is the bundled OS market, then you'd better look elsewhere than XP for any kind of XP earnings boost. The upgrade market is much more important to MSFT than the bundled market.

Dave



To: Bill Fischofer who wrote (57718)4/28/2001 4:33:34 PM
From: Nick Kline  Read Replies (1) | Respond to of 74651
 
You say in 5 years the only oses of importance will be some version of Windows, Linux, and IBM's "z/OS".

What is z/OS? As far as I know, IBM has OS/2, AIX, MVS and various wacky mainframe oses. Do they still have that Series 1 or whatever they called it?

It's clear that most or all of the unix variants will almost be dead in 5 years. It will be great to have just one (or a few). I'm sure windows will be there. MacOS will probably be hanging on. I'm sure that MVS will be in lots of mainframes still.

A more interesting question is will a new os, not listed above or known to me, have any serious market share (say 5%). I just don't see Apple's rewarmed NeXTStep (aka OS X), as much as I would like NeXTStep to survive into the future, to make any real impact. It is amusing to see that a lot of the things that drives people crazy about microsoft happening to Apple (no support for some dvds, beta late, missing functionality, whole product years late, requires lots more CPU and memory than the old os )) Writing software is hard, and will be for the forseable future (= the next 5 years) ?

It could be that finally they make embedded devices useful enough to sell (I'm not thinking of a phone, but of some kind of small terminal with keyboard, or maybe voice recog.).

-nick