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

To: Bearded One who wrote (14470)	1/18/1999 2:36:00 PM
From: odd lot	Read Replies (1) \| Respond to of 74651

If Microsoft reports higher than expected earnings due to unexpectedly high sales of Office then it means that companies have given up on Office 2000. Even worse, if Microsoft reports higher than expected sales of Windows NT 4, then it means that companies are giving up on Windows 2000. Doesn't it mean that companies are adopting/converting to these programs faster than expected? (And this is good). I don't see what it has to do with future sales of the 2K products.

To: Bearded One who wrote (14470)	1/18/1999 3:00:00 PM
From: Alan Buckley	Read Replies (2) \| Respond to of 74651

[Thus higher sales today are eating at future sales, not promising them.] That's creative, but very wrong IMO. The classic revenue problem for software businesses is exactly the opposite, i.e. company builds hype for next version, customers stop buying current products in anticipation of new ones, then the new product is delayed. Given the major upgrades in the pipeline, strong sales in the current cash cows would be very good news indeed.