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


To: DiViT who wrote (62216)10/26/2001 10:19:28 PM
From: Dave  Read Replies (1) | Respond to of 74651
 
"dramatically raise prices amidst a global recession"
On what?


Corporate Windows licenses. According to a couple of articles (Wall Street Journal and New York Times if I recall), Microsoft's new licensing policy changes will raise the cost to companies who license volumes of Windows, by between 33 and 107 percent.

That's a hefty price increase while prices on every other high tech item is going down dramatically.

It's great for Microsoft while it lasts. But it looks like an end-game strategy to me. It's unsustainable because (1) the various antitrust branches of world governments will fight it and (2) it makes free competition even more attractive.

Dave