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

To: Charles Tutt who wrote (67387)	4/16/2002 5:26:18 AM
From: dybdahl	Respond to of 74651

Software and hardware prices do not need to go hand in hand. Remember how expensive whiskey is, and how cheap the bottle is... But you are right that software prices will fall because of falling hardware prices, but the main reason is, that there is a low-cost alternative in software, and that falling hardware prices makes the difference in software prices matter more to the customer. Something that I believe is much more important, is the fact that costs, that are not related to hardware and software, will be a bigger part of the IT budget in the future. Microsoft will face large difficulties in addressing the needs for lower TCO while keeping their product comprehensible for the average IT worker. Having all new graduates know Linux system administration isn't going to make things easier to Microsoft either. But we agree that they need another source of income and that their earnings on MS Office and Windows will decline at some point (unless they start to bundle a lot of other software with it, changing the products as we know them). Dybdahl.