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To: Jim McMannis who wrote (143741)	9/18/2001 4:33:02 PM
From: Road Walker	Respond to of 186894

Analyst - Attacks could hurt sales of Windows XP, PCs NEW YORK, Sept 18 (Reuters) - Microsoft Corp. (NasdaqNM:MSFT - news) distributed its new Windows XP operating system to computer makers three weeks ago, but after last week's terror attacks, XP may not provide the boost the technology sector hoped it would. Because older computers may not have the processing and memory required to run XP, analysts had expected the launch to spur PC sales. However, the events of Sept. 11 could force Microsoft to slash its marketing plans for Windows XP, analysts said on Tuesday, and sagging consumer confidence may erase any gains that the launch of the new operating system would have provided to struggling technology firms. ``We would expect the launch of Windows XP to be more muted,'' Credit Suisse First Boston said in a research note analyzing the effects of the attacks on the World Trade Center and the Pentagon. Microsoft was not immediately available for comment. ``At least 70 percent of consumers would need to upgrade their systems to run XP,'' Credit Suisse analyst Kevin McCarthy said in the note. ``This decision, however, is easily deferred, given current world events.'' Windows XP, scheduled to go on sale Oct. 25, is the biggest consumer operating system overhaul in six years for Redmond, Washington-based Microsoft, which has said it will back XP with a four-month, $200 million marketing campaign. Credit Suisse analysts said they had believed it possible that unit sales could increase 10 percent in the fourth quarter if XP achieved modest acceptance rates. But no longer. ``Given the expected decline in consumer confidence, we now believe introduction of XP will not stimulate PC sales in the near term,'' McCarthy said.

To: Jim McMannis who wrote (143741)	9/19/2001 8:05:06 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Jim, RE: Well, we all know that most of the dot coms were destined for Chapter 11 and the strong ones would survive. We know about the nifty 50 and what happened to them in '73-'74. At this time however they market is simply thowing out the babies with the bath water...so I would think that low stock valuation at this time would not necessarily be an indication that a company is gonna belly up. Could you elaborate exactly which stocks you think are getting thrown out with the bath water, i.e. have a low stock valuation? While many are certainly sharply down from their highs, that has nothing to do with valuation. Outside of LU and perhaps NT and AMD, it's hard for me to find any actively traded tech stock that is even remotely discounting going belly up.