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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: TWICK who wrote (81407)	8/15/2001 11:01:45 AM
From: Timetobuy	Read Replies (2) \| Respond to of 99985

Sure, some people will upgrade. They always do. But will it be a blockbuster like previous upgrades in this economy when corporations have cut back on spending on things such as security software? XP is not a "must have" or "mission critical". I think X Box has more potential to make a difference to earnings than XP. Then the question is whether msft can make up for the losses on the hardware with the software. Most likely they can. Msft stock though: It's about valuation and it's pretty pricey compared to other software stocks and where it's traded in the past especially considering the growth rate has slowed.