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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (5021)	11/12/2001 10:48:25 PM
From: Steve Lee	Read Replies (1) \| Respond to of 99280

That 7MM figure is cheating IMO. It is sales to PC makers. That is like Cisco selling stock to resellers and counting it as sold when it is still in resellers' warehouses. I guess the channel is partially filling in the hope of making some Christmas sales. Whether those sales happen is another story, and completely independent of the 7MM in two weeks claim.

To: Zeev Hed who wrote (5021)	11/12/2001 10:56:24 PM
From: ajtj99	Respond to of 99280

Uh, is that shipments to retailers, or actual retail sales? I don't think MSFT has the ability to track each retail sale, so that has to be shipments to retailers, and maybe pre-loaded stuff too. Anyone ever look at those displays in the stores? There are tons of products, but they are not counted as retail sales unless they go through the checkouts. However, MSFT counts them as sales as soon as they leave the warehouse.

To: Zeev Hed who wrote (5021)	11/12/2001 10:56:30 PM
From: Jdaasoc	Respond to of 99280

Finnaly found a Windows XP SKU that has some product shipping in next few weeks. 316992 MICROSOFT - OEM SOFTWARE E85-00913 OEM 3PK WINDOWS XP PROFESSIONAL - NO RETURNS $430.62 Available: 996 On Order: 461 through 12/7/01

To: Zeev Hed who wrote (5021)	11/12/2001 11:01:07 PM
From: Kayaker	Respond to of 99280

From Nov 1st... Windows XP rings up lackluster sales By Margaret Kane Special to ZDNet News November 1, 2001 3:20 PM PT Despite heavy marketing and lucrative rebates being offered by retailers, early results indicate that sales of Windows XP are trailing Windows 98 but running ahead of Windows Me. Fewer than 300,000 boxed copies of the new operating system were sold in the first several days of its availability, according to preliminary figures from NPD Intelect, which has polled roughly 80 percent of its retailers and mail-order clients about XP. Although some poll respondents indicated that demand was "healthy," NPD asserts that the final tally of first-week sales will likely be 20 percent to 25 percent lower than what Microsoft saw with Windows 98.... zdnet.com