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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (18328)	6/19/2001 4:46:09 PM
From: James Calladine	Respond to of 30051

TELLABS WARNS: (from Briefing) <<<Tellabs (TLAB) 21.20 -1.10: Company warns that Q2 revenues will be $500 mln vs prior guidance of $780-820 mln and that EPS will be breakeven before charges vs First Call consensus of $0.29; says dramatic changes affecting telecom landscape continue to impact TLAB.>>> Namaste! Jim

To: Logain Ablar who wrote (18328)	6/19/2001 6:47:54 PM
From: pompsander	Respond to of 30051

the only comment I have on Office xp (we are running about five new pcs on it), is that the collaberation on documents is very slick. Much, much easier to route a document and get everyone's changes incorporated then Office 2000, where you could only work with one person at a time. This has already saved our office some noticable time in drafting and most critical!(getting approval) on proposals. One small thing which has made a difference.

To: Logain Ablar who wrote (18328)	6/19/2001 6:59:39 PM
From: thestockrider	Respond to of 30051

Tim, Computer rags give software and hardware good reviews almost always else they risk advertising dollars. IMO Windows 2000 XP and office do not provide significant advantages over Windows 2000 professional. Companies that have already upgraded to Windows 2000 will not upgrade to XP. Many customers will find that computing performance using the Windows 95 Release 2, Windows 98, and Windows NT meets their needs. Microsoft is desperately trying to get to a subscription-based revenue model for its OS and Office Products. If they don't, or the government regulates them or something, corporate customers and retail customers will stop upgrading because computing needs will be met by the current generation of Hardware and Software. Without a compelling reason for upgrading, OS and Office revenue streams will diminish. The point of investing in technology is buy something that increases a company's profitability, not to continuously send money to Redmond. Some of the new features Microsoft is introducing into Windows XP are blatant rip-offs of Java technology. Microsoft is no longer supporting Java tools because the judge in the Sun/java case ruled that Microsoft could only market early versions of its java product. So Microsoft is putting java features into the new XP systems, and adding them to Bill Gates' favorite development product, Visual Basic. I expect Microsoft to do an excellent job of offering the best aspects of Java along with its own first-rate innovations. Microsoft has seen the threat from Linux wane from the death of many dotcoms that used the inexpensive freeware OS. It remains to be seen whether those Linux System Admins remain unemployed, take jobs with big companies and evangelize the use of Linux, or role over and learn Microsoft skills. -thestockrider