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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Charles Hughes who wrote (14674)	12/6/1997 12:09:00 PM
From: damniseedemons	Read Replies (2) \| Respond to of 24154

Meanwhile this is not the time for Dan to keep his promise to buy the stock, as somebody teased him, assuming he ever said that. PC sales are way off this xmas as I have heard it. BTW, anybody really have any good figures on PC sales? Is it unit volume or dollars alone that are off. Chaz, PC units sales are very very strong (in turn, unit sales of PC components are also strong). It's Average Selling Prices that are getting ripped cause of low cost PCs (note that margins at PC box makers are also drifting lower, though the component price collapse has lowered costs tremendously--I think there will be a delay from where memory/drive companies got hit and when box makers will get hit). The sub-$1000 PC (or lower price points in general) is really stimulating demand. In the home, for instance, the expectation is that PC penetration goes from 36% to perhaps 50% by the end of 1998. What does this mean? Well, PC hardware companies are getting hurt with pricing pressures. Meanwhile, unit growth in has accelerated. Let's see...which company only cares about unit sales, not ASPs? Microsoft, of course!!! Microsoft gets the same royalty whether the PC sells for $900 or $3900. This is great for MSFT. So once again, I'll reiterate my "Strong Buy" rating on MSFT.