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

To: nommedeguerre who wrote (66943)	4/9/2002 7:30:10 PM
From: DiViT	Read Replies (2) \| Respond to of 74651

"Mainstream America", doesn't use Corporate licensing. The online survey, which polled an even mix of small businesses, midsize businesses and large Fortune 500 companies..." "The survey also found, however, that 63 percent of the businesses haven't done the due diligence or a cost analysis of the licensing plan..." "While many in the survey expressed an interest in moving to alternatives like Linux and StarOffice, "that may not be [economically] feasible," said DiDio. "It might just be talk." "

To: nommedeguerre who wrote (66943)	4/9/2002 11:25:20 PM
From: David Howe	Read Replies (1) \| Respond to of 74651

Norm, << Let's see...36% not upgrading, 38% want to be "shown the way out"... >> That's your take. My take is the following: 1. 26% are upgrading and going with the new plan that has been offered. No doubt a huge boost to MSFT sales through this inspired upgrade deadline. 2. 36% will wait and upgrade at their own pace (just like they've done the last 15 years), not the pace set by the plan, but they will upgrade. They will pay full price for that upgrade. 3. 38% will look into other options (don't they do this usually anyway?). 90% of these will stick with MSFT products and 1/2 of those will eventually move to the new plan. The other 1/2 will upgrade at their own pace. To me, this looks like a boost to near term earnings, a boost to long term earnings (from the customers on the plan) and a loss of only a small number of customers. Sounds like a good move by MSFT. IMO, Dave