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

To: Dave who wrote (62180)	10/25/2001 10:59:53 PM
From: Timetobuy	Respond to of 74651

It was a patch to fix WIN 95 bugs! I got it only because it was a patch which fixed other problems. Expensive patch too!

To: Dave who wrote (62180)	10/26/2001 12:10:49 AM
From: t2	Read Replies (2) \| Respond to of 74651

Dave, I don't know if you followed the market closely back then but so many of the analysts were surprised how well Windows 98 did. I admit that the PCs were still in a strong growth period back then and that could have been a factor as well. Of course Windows ME was a non-event and analysts were right on that one. As for the Nasdaq market--what happens if we get positive stories of how fast the upgrades and/or new PCs are selling? Initial success will feed upon itself and word of mouth will make it a huge success and result in another push higher for the tech sector. (in that scenario the PC/semis will probably outperform MSFT) In my mind there is no doubt of how big XP is going to be. I am just waiting for the confirmation; probably taking profits (on my trading position--keeping the core investment) after the first positive sales article and then buy upon the next pullback. XP is much bigger than W98; there is no doubt about it. I realize you and "timetobuy" doubt the potential of XP but you will be surprised, imho. Stability of the O/S should be the key driver.