The Industry Standard reports it, we're just pointing in their direction: "Can Microsoft rescue the technology economy?
Some savvy investors think so. The theory is that
the introduction of Windows XP on Oct. 25 will be
met with a surge of related personal computer
sales, first to businesses and later to consumers.
To take full advantage of XP, the thinking goes,
will require not just an upgrade but also new
If the theory is right - and you certainly wouldn't
know it from the recent news out of the PC
industry, where demand has been sinking and
prices sliding - then XP could also boost a range
of related companies."