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

To: Charles Tutt who wrote (60183)	7/27/2001 4:43:38 PM
From: nommedeguerre	Respond to of 74651

Charles, Too bad Compaq and their customers had to wait until Microsoft had wasted millions in taxpayer dollars and the court's time before they (Compaq) could sell product configurations that their customers must obviously prefer. AOL is far more popular than MSN so why shouldn't Compaq go with the winner of the day, in the same way they chose Windows over OS/2... Cheers, Norm

To: Charles Tutt who wrote (60183)	7/27/2001 4:59:54 PM
From: t2	Read Replies (1) \| Respond to of 74651

I hope it helps CPQ stock price. I think it is a dumb move on their part. It would be have been a good strategy if there was no potential for any profitability in selling PCs. However, if this becomes a good business after XP launch, their PCs will tend to stick out. It may affect buyers of PCs who have no intention of signing up with AOL. However, if PC demand remains soft for a long time, this could be a way to make some easy money. I would be curious to see if Dell would do something like this. I don't doubt it because they will also see it as opportunity to pick up more market share in consumer PCs. Exactly the same way they did by being an Intel only boxmaker. Just speculation.