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Software Sector Analysis.

Publication: Finance Wire

Publication Date: 29-NOV-06
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COPYRIGHT 2006 Voxant, Inc.

Original Source: CNBC/DOW JONES BUSINESS VIDEO ANALYST INTERVIEW

MICHELLE CARUSO-CABRERA, CNBC ANCHOR: All right. Big news this week, Microsoft (MSFT) Vista operating system to be launched on Thursday for the corporate sector. Let`s talk more about the software sector, its impact and what you should be doing with it. Pauline Nepgen is manager with Investec Asset Management Global Technology Fund.

Pauline, good to see you. Lots of discussion about what Vista means for the software sector. As somebody who invests within the sector, what does it mean to you? What are the implications?

PAULINE NEPGEN, MANAGER, GLOBAL TECHNOLOGY FUND, INVESTEC ASSET MANAGEMENT: I think it is very positive for the sector. Obviously a strong product cycle like this, like the new Vista will definitely provide a boost to the -- you know, to Microsoft in particular. I think initially, you...

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