Win95 a Wall Street

From: Petr Snajdr <SNAJDR@STUDENT.VSZBR.CZ>
Subject: Win95 a Wall Street
Date: Thu, 5 Oct 1995 21:00:38 MET-2DST

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begin excerpt -------------------------------------------------
 
 
From the Wall Street Journal, Friday Sept 22 1995
Page B2.
 
Excerpts only to avoid copyright infringement.
 
"Retail Stores Have Overstock of Windows 95"
by Don Clark.
 
"Some software retailers were too bullish about Windows 95,
analysts say.
 
'What happened is that the channel overbought,' one person close
to MS said.
 
Rick Sherlund, an analyst at Goldman, Sachs estimated that about
2.5 M copies of Windows 95 have been sold since its Aug 24 launch.
That pace is consistent with Wall Street expectations that 10 to 12
million copies will be sold over 12 to 18 months... But he believes
resellers ordered 8 to 10 million copies in advance, far more than
needed so far.
 
'I think MS will wind up taking some of that inventory back,' he said.
 
Nicole Field, PC Data's operations director, said some retailers have
told her that they expected more 'They said inventory is stacking up,'
she said."
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