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


To: Dave who wrote (57721)4/28/2001 5:00:46 PM
From: Bill Fischofer  Respond to of 74651
 
XP reduces MSFT's development/maintenance costs while expanding the Windows franchise and laying the foundation for future .Net service offerings. It's hugely important to MSFT's future revenue and earnings growth.



To: Dave who wrote (57721)4/29/2001 9:59:54 PM
From: David Howe  Respond to of 74651
 
Dave, I really expect better from you.

<< Replacing one MSFT OS with a new one has zero effect on MSFT's bottom line. >>

For 15 years MSFT has improved their OS every year or two and for 15 years their revenue has grown. It's not that complicated. Every year there are more people interested in computers. Every year more PCs are sold. Every year more MS OS software is sold. If the new OS has some advantages over the old OS that's all the better. More PCs are sold and more OS software is sold.

That's called growth. It isn't that hard to understand and if you insist on trying to confuse the issue, you're not fooling anyone. This is a SLOW but steady business model for increasing sales and income on a regular basis.

Add in MSFT taking a massive share of the Server market, Video Game market, PDA market, ISP market, Web Destination market, Apps market, Development tools market, Media Player market, Online Music market, etc. and you get the potential for RAPID growth.

Add to that the potential of .Net and MSFT becomes the 1800 lb. gorilla instead of the 800 lb. gorilla.

Bashing MSFT is becoming a fools game. Point to a slowing economy and a changing stock market if you want to be a bear on stocks, but these weak criticisms of MSFT are really getting silly.

IMO,
Dave