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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Triffin who wrote (17184)	12/10/2001 11:12:36 PM
From: Tom Hua	Read Replies (2) \| Respond to of 19633

Jim, a few months back, experts predicted the release of Windows XP would spike PC demand. So far, it's amounted to nothing, zilch. Regards, Tom December 10, 2001 Microsoft's Allchin Says Sales Of Windows XP Are Healthy By REBECCA BUCKMAN Staff Reporter of THE WALL STREET JOURNAL Jim Allchin, Microsoft Corp.'s longtime Windows chief, said he's "very happy" with initial sales of the company's critical Windows XP software, despite some outside research showing that retail sales haven't matched those of Windows 98 and Windows 95. In an interview last week, Mr. Allchin, a Microsoft group vice-president, declined to provide specific sales figures or comment on outside sales estimates. But he said Microsoft had to ship extra copies of Windows XP to some stores that had sold out of the product, which debuted Oct. 25. "We had to do some extra builds for a few stores that stocked out," he said. Overall, "I'm very happy with where we're at, [particularly] in the midst of this economy," Mr. Allchin said. Microsoft is expected to release more information about Windows XP sales next month. Analysts, however, have mixed views about how well Windows XP is doing. Prudential Financial analyst John McPeake said earlier this month that sales of Windows XP preinstalled on PCs -- as opposed to copies of the software sold on their own -- were 200% higher in the first month the product was on the market compared to Windows 98. Other analysts, though, said Windows XP sales through PCs should naturally be higher than those of previous products, since there is a much bigger base of computer users now than existed three years ago. A better indicator might be more recent trends in PC sales or off-the-shelf retail sales, said Steve Koenig, an analyst based in Reston, Va., with NPD Techworld. Mr. Koenig's firm released figures last month showing that retail sales of Windows XP in its first week on the market lagged behind those of Windows 98 and Windows 95. In addition, the drop-off in sales of Windows XP in the product's second week on the market compared to the first week was steeper than the decline that occurred with Windows 98; Windows XP sales fell 40% in the second week, compared to an 18% drop-off for Windows 98, according to Mr. Koenig. "Furthermore, we did not see any lift whatsoever in retail sales of PCs around the launch," he said in an interview this week.