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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Mercer-Hursh who wrote (49465)	12/13/2001 4:54:41 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

Thomas, >given that MSFT can only keep up its rate of growth > by selling revised versions to already installed >customer base, what happens if the customer base en >masse drags its feet? Certainly we have already seen >a lot of resistance to having to upgrade systems that > are otherwise performing well enough in exchange >for features which may not be used. This could >easily become a progressively significant factor. The Beast is busily addressing this by "your license to this product is only valid for 3...2...1...0.5 year" licensing. Time for another comparison of MSFT and GM? "You can only drive your new Corvette for 1 year. After that it will stop and you will have to buy a new one". Jurgis - great for investors, terrible for customers