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


To: D.J.Smyth who wrote (6113)4/24/1998 12:31:00 PM
From: WBendus  Read Replies (2) | Respond to of 74651
 
If there is one thing that consumers of Win95 should have learned, it is not to purchase the dame OS until the 3rd revision has come out. I will most likely upgrade to Win98, but not until there is sufficient revision to workout the inevitable bugs. I will also be particularly interested in seeing what added feaures new versions of MSOffice will have running on Win98 OS. MSFT is a monopoly, just as we all regreted buying 95, we eventually had too. The same will be true for Win98.

Short term this stock has many hurdles to overcome, DOJ, Comdex Win98 failure, Asia and navigation of the "titanic." With a marketcap of $224,307 million and growing at 30% a year, MSFT is going to have to be wathching for iceburgs. One potential iceburg is the DOJ.

Wayde.



To: D.J.Smyth who wrote (6113)4/24/1998 4:42:00 PM
From: WeisbrichA  Read Replies (2) | Respond to of 74651
 
Halo Darrell,

RE: "will most current win 95 users buy another horse (win 98) when the current horse their riding (win 95) works fine? "

It is rather like replacing your quarter horse with a thoroughbred.

I have Beta-3 for three weeks now. Like Doreen on this thread, I keep finding very nice things in W98. I am in the IT industry and so I am more venturesome in tearing into the product. IMO, most W95 users have the attitude "if it ain't broke, don't fix it". "Nice" things don't necessarily move people to new products. Look at the millions of W3.1(1) users still dumb and happy with their current O/S.

W98 will not, IMHO, be a replacement enmass for W95, but will be shipped for all new systems. Mostly the "gotta have the latest" crowd will be candidates for the ~$100 upgrade. If MSFT wants to do a lot of replacements, I believe that they will have to lower the upgrade price to somewhere around $60-70. W98 upgrade, after all, is a lot easier than going from 3.11 to W95.

Ciao

RW



To: D.J.Smyth who wrote (6113)4/25/1998 2:13:00 AM
From: Moominoid  Read Replies (1) | Respond to of 74651
 
why, David, will most current win 95 users buy another horse (win 98) when the current horse their
riding (win 95) works fine?


I reckon that plenty will switch but fewer than last time. Win95 was huge advance in interface over Win3.1 yet in my department here Win3.1 is still in primary use (alongside Unix). The afficionados might switch to Win 98 faster but I reckon your average user won't until they find applications that require Win98 only.

On the Mac side I'm still using Mac OS 7.5.5 and haven't switched to 8. I just can't see that much of an advance that it's worth the hassle. I reckon Win98 will be like Mac OS 7.5.5 to Mac OS 8.

David