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@NJ5.

I don't think MS is going to be immune from it.. with lower profit, less money will be spent on softwares... and the major source of income for MS is not us consumers but these large organization buying new windows licences tens of thousands.. So if Japanese exporters are getting hurt then it means less expenditure on technology, similarly imports to japan will be hurt so all the companies export to Japan will suffer and their expenditure on technology is going to be cut down.. and so and so..

So i think its a vicious cycle which will effect everyone and every company