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

To: DiViT who wrote (63248)	11/23/2001 4:11:06 PM
From: Dave	Read Replies (2) \| Respond to of 74651

DiviT, Thanks for the response. I guess I need to look into the situation a bit more, however with regards to your last statement: Anal[ys]ts and fools are estimating the costs and the so called $150 loss per box When one states a $150 loss per box, that is a fairly "fixed" number. If these people were "estimating", I would think that there would be a range, say 50-200 and in between? The reason I would invest in MSFT is this, MSFT has leveraged the O/S market for all its worth. MSFT is going into the handheld market with CE. Now, the gaming market. Historically, the gaming market when faced with 3 competitors, one always chooses to bow out. I believe the market for dedicated game boxes can only support 2 different platforms. Gaming systems that come to mind that failed, but were quite advanced for their time are 3DO and Sega. I always believed that the Dreamcast would kill off either Sony or Nintendo, however I was wrong. With the marketing prowess of MSFT, I believe that, in the end, Nintendo will bow out of the market and their "game cube" will become an utter failure. However, WDIK?

To: DiViT who wrote (63248)	11/23/2001 4:15:17 PM
From: Exacctnt	Read Replies (1) \| Respond to of 74651

Another indicator of X-Box successful launch is no adds in the post Thanksgiving day weekend sales. Has anyone seen a retailer advertising X-Boxes? I believe their is a limited supply in the channel and they are selling out every new shipment per store. No need to advertise until retailers have unsold inventory in house.