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To: puborectalis who wrote (142425)8/30/2001 4:32:26 AM
From: Amy J  Respond to of 186894
 
Fallope, "The timing is incredibly good for the PC industry," Jim Allchin, vice-president of Microsoft's [MSFT] platforms group, told developers during a preview of XP Windows operating software being launched on Oct. 25, timed to a 2 gigahertz Pentium chip shipped by Intel. "We should have a very good next year," he said. "And when I say we, I mean the industry."
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Thanks for the article. Those are encouragingly strong words, particularly for Microsoft (though I'm still curious what the CFO says.)

Unrelated to the above, but possibly in support of Microsoft's comment, an article posted here showed that one of the Microsoft product families was experiencing a healthy double digit growth. The same product family that had showed pretty surprising growth during the last recession, just before the country pulled out of a deep recession.

Toshiba said they feel it isn't an IT slump, but a structural depression. I tend to think it is Toshiba that will experience a structural depression.

Regards,
Amy J