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Technology Stocks : How high will Microsoft fly?
MSFT 482.22-1.6%12:42 PM EST

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To: Lizzie Tudor who wrote (12253)11/17/1998 10:03:00 PM
From: cheryl williamson  Read Replies (2) of 74651
 
Michelle,

Nice try, Michelle, but no cigar. DELL has just reported
in its earnings that its high-end servers had increased
from 11% to 14% of its revenues. That alone indicates a
small jump in database sales, hardly enough to worry the
"anti-microsoft" Unix camp.

But wait, there's more....

SUNW & ORCL have published the fastest TPC benchmarks in
the industry...again. That's why the esteemed Larry Ellison
has issued a challenge to M$FT for a head-to-head database
performance test. If he loses, M$FT gets a check for $1 million,
which they can apply to their legal defense fund.

NT isn't challenging SUNW to anything, and NO ONE in the
industry is taking NT 5.0 (Oops, I mean Windows 2000), seriously,
and will not do so until M$FT can deliver on their promises.

Java is an internet language, not a dbms. It is already a
standard for multi-platform internet access. The ruling
today only memorializes what was already the case out there
in market-land.

Don't let your spirited defense of M$FT get in the way of
common sense. M$FT's days as an enterprise contender have
been waning for some time now. With the HWP announcement
about Merced yesterday, they can kiss it good-bye. SUNW
& IBM are going to have the enterprise systems market sewn
up in 3-5 years.

cheers,

cherylw
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