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


To: Bill Fischofer who wrote (60544)8/12/2001 1:45:51 PM
From: Steve Lee  Read Replies (1) | Respond to of 74651
 
I rarely visit this thread so don't know how the XP will it or won't it be a hit debate is going on over here.

So, while I'm visiting - here's what I think is a major factor from a corporate point of view.

The decision is not one of whether to migrate to XP or not, it is whether to migrate to Active Directory or not. Active directory has been here since Windows 2000, and has been on the roadmap for years. If an org is running a windows NT (or any other system), they do not just upgrade/migrate to Active Directory. It requires planning, and it requires planning by skilled experienced people (who in the active directory field are relatively rare).

It is more important to get your A.D. design right before rollout, than it was for NT domain planning. Many companies are still with NT for exactly this reason. Many of them are planning, recruiting, training etc to make the move to A.D. and this takes time. The arrival of XP in my opinion will not speed up or slow down this process.



To: Bill Fischofer who wrote (60544)8/12/2001 9:24:28 PM
From: Dave  Respond to of 74651
 
The rampant skepticism about XP is a sure sign that it's success is not factored into MSFT's current stock price.

Well, SOMETHING big is factored into Microsoft's P/E, something that can give Microsoft >30% annual growth. It's not a big surge in PC sales. If not XP, then what? MS Bob?

Dave