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StockCentral :: Community
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Join in on the discussion with other like-minded investors in our community forums. Learn about the fundamental investing methodology and participate in educational workshops in the Investing forums, stay up-to-date on StockCentral news and make suggestions to the StockCentral team in Central Square, and discuss your favorite stock or recent market news in our A-Z ticker-based forums.
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jncraig
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| 09/20/2006 9:27 PM |
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| Microsoft Corp., ticker symbol MSFT on the NASDAQ, is a large company
based on FY2005 revenues of $39.788 billion. It is in the Systems
Software industry. |
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 Danny Matthews
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| 10/20/2006 12:48 AM |
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Sierra Investment Club recently added 75 shares at $25.79. Have heard that Vista, which is out in beta to corporate users, seems to address a lot of security concerns from previous versions. this might lead to quicker corporate acceptance of Vista and dovetail onto individual users a lot quicker. They expect problems to be worked out as the system matures. Problem from the past has been getting the product out on schedule. IE7 is being released with improved features also...time will tell. They have more cash than Midas has gold, plus they have ended awarding options. (they still have tens of millions to be cashed in). MSFT tens of billions in cash on hand and more coming. At 10% estimates it's buy up $29 and change |
Attachment: MSFT.ITK
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Danny Matthews Tuscola IL |
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 Joe Craig Ellicott City, MD StockCentral Administrator
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| 10/20/2006 9:30 AM |
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Fro what it's worth, you can download the beta version of Vista (I actually think it's now a "Release Candidate) from the Microsoft web site. IE7 is now released, and can also be downloaded. Office 2007 has a beta or RC available. There may be small fees if you download these or order CD or DVD versions.
If you are interested in Vista, take a good look at your computer's hardware. Unless you have an upgraded video card, you'll want to upgrade there. And, you may need a DVD drive to install Vista.
I looked at an early beta of Vista and thought it slow -- probably a lot of debug code still in it. I've been using the Office 2007 beta and like it. There's a new interface that takes some getting used to. Office 2007 will be able to print directly to PDF files. |
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Lynne Hansen
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| 12/18/2006 11:03 AM |
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I was a beta tester for Windows Vista and it has many new and welcome features. IE7 is a welcome upgrade also. Many more security features to it. Microsoft also gives for free Windows Defender from it's downloads and that is a savior for those who have spyware or their browsers are in the process of being hijacked. Windows Live OneCare is the anti-virus software that MSFT has put out. I have it installed and can't believe how much faster my computer operates now. I bought it at a big box store and there was a $20 immediate discount at checkout this month. Software good for up to 3 computers too. Office 2007 is absolutely the best of all upgrades yet. For those buying a new computer in 2007 with Vista, be sure to get at least 1G memory and a 128mg graphics (video)card. Microsoft is also competing with ipod with Zune. XBox is hot too. This is a very inexpensive company and worth considering for your clubs. |
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 Joe Craig Ellicott City, MD StockCentral Administrator
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| 12/18/2006 2:14 PM |
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I appreciate your comments, Lynne.
Do you happen to have an SSG for Microsoft that you'd be willing to share with the community?
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Joe |
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CHRISTOPHER HODGKIN
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| 02/05/2007 6:06 PM |
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With Vista now out, virtually all new PC computers will ship with Vista instead of XP. However, I frankly don't expect many current XP users to upgrade to Vista until they purchase new computers. I think that's were most of the Vista sales will come from. (It could be that some corporations will decide to upgrade their whole systems to Vista in order to have one consistent operating system throughout the company, but given the cost of traiing users in switching from XP to Vista, I frankly suspect that most companies will go slowly and only train users in Vista as they get new computers.)
If the price to the major computer makers of licensing Vista and XP is the same, then, the introduction of Vista is will make little difference to MSFT'stop or bottom lines. I doubt that a huge number of people will buy new computers sooner than they would have in order to get Vista. Some early adopters, yes, but not mass numbers of people.
But if Vista licenses for significantly more than XP did, there will be a nice and almost immediate accretion to MSFT's revenues.
Does anybody know what the license prices for Vista vs. XP are? I haven't been able to find this information anywhere, so figured I would ask it here first before calling IR just to have them tell me it's proprietary information. .
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 Dave Forgianni
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| 02/05/2007 7:25 PM |
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Here is a list of prices available online for all ms o/s's:
http://www.pricegrabber.com/search_attrib.php/page_id=186/
Here is a list of Vista prices:
Vista Pricing:
* Vista Home basic: $199 * Vista Home Premium: $239 * Vista Business: $299 * Vista Ultimate: $399
Upgrades from Windows XP are priced at Windows Vista Ultimate, $259;
Windows Vista Business, $199; Windows Vista Home Premium, $159; and
Windows Vista Home Basic, $99.
XP Pricing (no longer available from MS):
http://www.dealtime.com/xPP-software-microsoft_windows_xp__retail_box~LO-1~CR-1
Hope this helps!
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 Joe Craig Ellicott City, MD StockCentral Administrator
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| 02/05/2007 8:08 PM |
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If you purchase a new computer today, you'll also purchase Vista ...
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CHRISTOPHER HODGKIN
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| 02/05/2007 8:12 PM |
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Thanks. But since far more copies of Vista will be bought by license, either by the OEMs or by corporate purchasers, than at retail, the real key will be the licensing fees, not the retail prices.
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JIM CATANZARO
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| 02/07/2007 11:17 PM |
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Well My take on it is I think find the company making the Memory.. I do not see folks running out to the store that have purchased a new computer in the past 3 years and getting a new box, if they want to make the jump to Vista. I will not be one of those, below are a few reasons why.
Buying a new computer after January 30th? You won't have much of a choice. But, if you're going to be shopping anytime soon in any store that sells software or computers - or watch TV - you're going to be bombarded with slogans, logos, and hype that are going to make you think that Windows Vista is pretty darn near the best thing since refrigeration. You're going to hear "The WOW starts NOW!" until you're sick to your stomach.
Well, we'll tell you this. We've got a copy of the RTM (Final) version of Windows Vista Home Premium. And we've been using it for about a week now. Sometimes Vista leaves us scratching our heads. No doubt it looks pretty. But why Microsoft put things were they did and moved them from where they've been since Windows 95 to confusing, sometimes arcane locations, is anyone's guess. We sure don't know. We don't have any pipeline to Bill Gates (despite what several of our critics think :-) ). The learning curve of Windows Vista is higher than any Windows learning curve since those of you who used Windows 3.1 moved up to Windows 95.
Here's the scoop. Before you even consider buying Windows Vista (yes, you're going to have to be a strong-willed person to do so, because millions and millions of advertising dollars are coming at you soon!) - make sure your computer can run Vista. Remember: Microsoft is the master of understatement. They say if you have a 800MHz Pentium IV processor or better, 512MB of RAM and at least a 128MB dedicated (not shared) video card you can run Vista Ultimate with the cool-looking (actually it looks like an iMac) Aero Glass. However, I wouldn't even attempt to run Vista Ultimate on such a wimpy machine. Our honest recommendations? Pentium 1GHz or better( Most machines in the past 3 years have that), 2GB of RAM, and 256MB dedicated video card. And to run any version of Vista you need at least a 40GB hard drive. Honest? Make it at least 80GB or you're going to be dealing with a lot "low disk space" errors.
We'll there's something else you should know. Not only should you make sure your computer can run Vista, but make sure it can run the version you're probably going to want to buy. With a rather confusing array of versions, and the fact that for the first time Microsoft is going to let you "upgrade" your version via online purchase, it's important that you know which version you want and what version you may way in the future.
Windows Vista Basic is $99.00 for the upgrade version. (Those of you with Windows 98/ME can forget about the upgrade version, because you cannot upgrade from those versions to Windows Vista). Now in the past you could get the "home" version of Windows (upgrade) for around $99.00. But will you be happy with the basic version of Windows Vista? The answer is: probably not.
Most of you are going to want Windows Vista Ultimate, but won't want to shell out the sheckles for it - so you're probably going to settle for "Windows Home Premium" which is somewhere between Basic and Ultimate - but has enough features to keep most of us happy. But Windows Vista Home Premium is $169.00. That's $70.00 more than most of us are used to paying. So, some might want to bust out the $99.00 for Windows Basic now but with an eye toward buying (online from Microsoft) an upgrade to Windows Home Premium later on. Confused yet?
But wait, there's more! If you're only want Windows Vista Basic now, but think you're going to upgrade to a better version later, you have to make sure that your computer can run Windows Vista Basic in the first place and that it has what it takes to run Windows Vista Home Premium (or whatever version you're considering upgrading to) in the future.
We'll Microsoft makes it a little easier on you by providing a tool you can use to check out your PC to see if it's compatible with Windows Vista and what versions of Windows Vista your computer is capable of running. We urge you to run this tool before you run out and buy Windows Vista (any version) or you could be shelling out mucho dinero for mucho disappointment. (The Windows Vista Upgrade Advisor works with Windows XP. It will not work with Windows 98, Windows ME, or Windows 2000).
And, when you install Windows Vista (any version) you're going to see an installation screen unlike any you've ever seen in Windows.
Number one: You don't need to have your Windows key ready. You can install and use Windows Vista for 30 days without a key. Huh? Yes it's true. But, be forewarned, after 30 days, you won't be able to access your computer (except to enter the Windows key) - so don't install Windows Vista from someone else's Vista CD just to take it for a test drive, unless you're willing to: a) buy a licensed copy of Windows Vista or b) do a complete format and reinstall Windows XP. Don't say we didn't warn you.
Number two: All versions of Windows Vista are on your installation disk. This means that Windows Vista Basic is on the same DVD as Windows Vista Ultimate. The key is your key. Get it.?
Number three: Windows Vista (all versions) come on DVD not CD-ROM. Why? Because it is too big for CD-ROM media, it's almost too big for DVD media. So if your computer does not have a DVD drive, you can't install Windows Vista. If you're computer doesn't have a DVD drive, don't run out and buy one just so you can install Vista. Your computer is probably too old, too wimpy or both to run Vista. Make sure you run the Vista Upgrade Advisor before you run out and start upgrading your old PC!
Number four: You cannot put Windows Vista on a machine that doesn't have some sort of connection to the Internet. Dialup will do, but optimally you'll have broadband.
Now that we've given you some of the Windows Vista facts, we'll give you our opinion. Should you bow to the advertising pressure and run out Tuesday (30 January 2007) and buy Windows Vista? Honest? No. Probably not. We have to have it for obvious reasons, but if we didn't, we probably would wait for awhile. Windows XP is still a stable and excellent operating system with a few years of serviceable life left. Many companies use Windows XP and Microsoft is going to provide support for it (updates, security patches, even a Service Pack 3) for quite awhile yet. So XP users will not be in the same boat (for the time being) as Windows 98/ME users find they are stuck in no man's land without any sort of free support or updates from Microsoft. Well, Windows 98 is soon to be nine years old. In computer terms, that is a long, long time. Windows 98/ME users are going to find themselves being shut out soon in the software arena as more and more developers stop producing software for Windows 98/ME and concentrate on Windows XP and Windows Vista. So, Windows 98/ME users, hear me, at least go out and get yourself a copy of Windows XP while you still can. We imagine they'll become cheaper after Windows Vista rolls out on the 30th. You cannot upgrade (we're telling you this again because it's important) from 98/ME to Windows Vista, but you can upgrade later from Windows XP to Windows Vista.
If you have a burning need to be on the cutting edge, we're sure you'll be there on the 30th to buy your copy of Windows Vista. But if you're like most average XP users, you're pretty happy with what you've got.
Finally, we are aware that MS is already working on a Service Pack (SP1) for Windows Vista and is or is going to be beta testing it soon. MS expects to release Vista SP1 this autumn. So, waiting for awhile may make sense in that regard as well. In any event, unless you have some particular strange desire to be on top of everything technical - if you plan on staying with Windows XP for awhile longer you're going to be just fine. There's nothing particularly earth-shattering about Windows Vista.
We've only been using the final (Released To Some of US) version for about a week. As we use it more and more we'll keep you all informed and, of course, we'll throw in a few tips and tricks for you diehard state-of-the-arters who just can't wait to explore the world of Windows 2007 er I mean Windows Vista.
I do not use IE 7 on any non testing machines, as a lot of sites do not work well with 7.0 as of this post.
But memory, I see being added to machines.. even if they stay with XP
Jc
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JIM CATANZARO
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| 02/07/2007 11:30 PM |
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One license per home machine..
Thisis on MS site
Purchase the Windows Vista Ultimate retail boxed product, and you can upgrade up to two additional PCs in your household to Windows Vista Home Premium for only $49.99 ($59.99 CAD) each.* Order online, and within minutes you’ll be ready to upgrade your computers at over 60% off the estimated retail price!*
But it does not say if I can just get the VISTA Ultimate upgrade and not the full edition, but heck I am passing :)
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Dan Hess
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| 02/08/2007 7:38 AM |
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Jim
Thanks for your superb post on Vista. I have been using Vista Home Premium for about 6 months and your description closely reflects my experiences. I would add just a couple of points.
1) For those who must have Vista I recommended installing Vista on a dual boot system along with XP. The reason being there are still numerous programs and devices that do not yet support Vista. For example I have two scanners neither of which yet provide Vista compatible drivers. Also when installing a dual boot system XP has to be installed first followed by Vista. This does requires a clean boot as opposed to an undate and takes a bit of time. Also be careful on the proper size partitioning of the logical drives for XP and Vista. The reason is the built in Vista partitioning function wil lnot allow you to change and Partition Magic does not yet support Vista.
2) I second your point about waiting for SP1. In addition in order to get Vista out it was necessary to remove some of the original function of Vista. I suspect this will be coming in a later update thus another reason to wait.
3) For those of you who simply must upgrade to Vista, I found it neccessary to turn off Account Control in order to download Stock Central data into Toolkit 5. Hopefully this will be corrected soon as IClub is currently testing Vista with their programs.
4) The learning curve for Vista is steeper than the prior Windows. There are many things that are now done differently, like the absence of a main menu toolbar. It took me quite a while to get used to the new way of doing things but once you adjust I found the new Vista way to be easier and more productive.
5) I found the Vista Backup facility to be superior to that provided in prior versions. I probably performed a clean install at least 6 times and found the Backup facility kept my data intact while providing an easy to use interface.
6) For those installing Vista on an existing machine I would recommend a clean install as opposed to an update. It will be more work but I found a lot of old programs that ran under XP had conflcits with Vista. It is also a good idea to help clean up your PC from themany programs that tend to clutter up one's PC, at least mine.
Despite the normal startup issues with a new operating system I do think most will eventually upgrade to Vista and for most this will mean buying a new higher performance PC. In addition to the memory manufacturers this should provide good growth to companies providing PC's like Dell and HP and of course Intel. I also expect we will see a surge in new software designed to exploit the Vista capabilities.
I would add there already is a myriad of support information on the Microsoft site in addition to the improved help capability built into Vista.
Finally I would add for a Vista user expect to incur some additional expense beyond Vista and the PC for unexpected desired function.
Dan Hess
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 Doug Gerlach Cambridge, MA http://www.iclub.com/ President, ICLUBcentral
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| 02/09/2007 5:49 PM |
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Here's my SSG on MSFT. With growth slowing over the past decade, the price currently seems reasonably priced according to recent history, but there's just not enough upside (UD ratio of 2.5 to 1) with slower projected growth in the 10% area. The company's margins have been fairly stable in the past five years, but if investors become discouraged with the company and PE ratios fall, the downside could be even worse.
My SSG is attached.
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Attachment: MSFT.SSG
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Posting from ICLUBcentral world headquarters in the Harvard Square's historic College House, Cambridge, MA
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 Danny Matthews
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| 04/27/2007 12:25 AM |
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Vista and office 2007 seem to be helping the top and bottom line according to todays releases. Story below:
Windows Vista buoyed Microsoft Corp.'s quarterly results, easing fears that the new operating system is too pricey, requires too many hardware upgrades and doesn't work with other companies' applications.
For the quarter ended March 31, Microsoft's profit jumped 65 percent to $4.93 billion, or 50 cents per share, from $2.98 billion, or 29 cents per share, in same period last year, boosted by sales of Vista and Office 2007, and by upgrade coupons issued over the holidays. Excluding one-time items, profit totaled 49 cents per share, ahead of Wall Street's view for 46 cents per share, according to Thomson Financial. Shares rose $1.20, or 4.1 percent, to $30.30 in extended trading after the results were released Thursday. The shares had gained 11 cents to close at $29.10 on the Nasdaq Stock Market. |
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Danny Matthews Tuscola IL |
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 Dave Forgianni
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| 05/01/2007 7:49 PM |
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Dell is going to offer pc's/notebooks running linux. Will this help Dell and what if any effect do y'alll think it'll have on MSFT?
Here are related news articles:
news.google.com/ |
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 Joe Craig Ellicott City, MD StockCentral Administrator
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| 05/01/2007 9:34 PM |
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People who are using Linux now and want it on their computers will do so whether or not Windows is installed. So, for those you intend to use Linux, or any other operating system, this will save them a couple of hundred dollars. It will also reduce MSFT's revenues.
But ... IMHO ... Linux isn't an operating system for the average computer user. Not even now with all of the GUI stuff. I've never installed Linux on anything without running into something that drove me batty. And, Linux (well, I tried FC6 and Debian) won't even install on an old P3 laptop. I've even had some troubles with newer systems.
I wonder, though, whether Linux usage is up in the world where Windows is king.
Bottom line ... I don't think that it will be a big deal. And, with the progress that MSFT has made with ASP.NET, all of the good stuff that comes with it and all of MSFT's enterprise tools, I wonder if they'll be reclaiming some of the server business ... |
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 Dave Forgianni
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| 05/01/2007 10:11 PM |
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I tend to agree with your sentiments, specifically in regard to the effect on the current US market. I haven't personally used the Ubuntu version they plan to ship with though. How big is Dell's global presence i wonder? I have read some recent news in regard to developing country governments beginning to adopt linux a bit more, but i'm not sure about for large-scale desktop use, and i'm not sure how involved in these markets dell is nor if it plans to offer linux outside US.
I also noted in one of the articles about the recent news found via the google link i posted before that Dell has tried this before. I wonder if it had much effect on either company then. probably not if they discontinued it. wonder how it'll go this time around. |
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 Danny Matthews
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| 05/01/2007 11:19 PM |
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| One of our club members works in the Dept Info Technolgy dept for the State of NV. they are looking at switching to LINUX because of the enormous cost of statewide licenses. If other govt agencies, state or federal, who are strapped for cash do this it could put a big dent in recurring income for MSFT. They are also looking at broader uses of CutePDF and Open Office. |
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Danny Matthews Tuscola IL |
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Dan Hess
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| 05/02/2007 9:41 AM |
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I recall hearing that Bill Gates during a recent trip to China offered to provide Windows software to the Chinese for $3 per copy to enable competing with Linux. This indicates to me the Linux threat is real to Windows and we may soon see lower priced operating systems. There is nothing like competition to keep vendors on their toes.
Dan Hess |
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 Dave Forgianni
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Dan Hess
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| 05/02/2007 3:29 PM |
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Dave
Thanks for the links to the $3 program.
This Microsoft $3 program sounds very similar to what Apple did about 25 years ago in providing free or at a very low price Apple computers to schools. Then as now I am sure the idea is to hook the students on this hardware/software and encourage these students to buy Windows/Office upon getting out of school. It worked for Apple and it would seem a smart business move for Microsoft to help offset the impact of Linux and other open source programs. Of course this is a longer term investment by Microsoft since the payoff will be several years down the road. In the meantime I suspect Microsoft will obtain some writeoffs based upon a contribution and provide Bill with some bragging rights for his Philanthropy program.
I am running Vista Ultimate and I wish I could have obtained this program for $3. (vbg)
Dan Hess |
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Bob Blanchette
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| 10/12/2008 9:38 AM |
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Doug,
How do you feel about MSFT today? Your 2007 SSG seemed to be right on. At $21.50, it seems to be on sale. Has the market discounted it too much? I have it in a buy zone at $30.00.
Bob |
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