Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (8785)	9/25/2001 9:49:59 AM
From: Wizard	Read Replies (2) \| Respond to of 57684

I agree with you on most of what you say. I am not a big bull on MSFT, I don't even follow it. I do own some funds that invariably own it so I have some exposure to it. I will probably buy a new PC with XP but not this year. I use my computer enough that I want to upgrade when I get functionality and I think I see this in XP with its various media applications but I can make that upgrade over time, assuming its new apps are dumbed-down to the least common denominator: me. However, XP is not as much a consumer release as it is a corporate release. The enterprise market is down but its not over-indebted like the telecom service providers. We are just in a tough cyclical downturn in enterprise spending exacerbated from a strong case of overcapacity. That stuff will all go obsolete over time so another wave of spending is inevitible. The long run remains bright. This quarter remains black.