How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.53

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Dec 12 9:30 AM EST

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To: david_si who wrote (47209)	6/24/2000 9:08:00 AM
From: Bill Fischofer	of 74651

Re: Threats Actually, the real threat to SUNW is neither IBM nor Wintel. It is EMC. By shifting the center of gravity in the enterprise from a processor-centric to a storage-centric orientation EMC is accomplishing the "hollowing out" of the high-margin central server that Wintel by itself could never achieve. Combine this with a new generation of network-oriented applications based on technologies such as XML, Soap, and (ironically) Java, and the stage is set for the full commoditization of processing at the enterprise level over the next five years. Wintel will gain the enterprise processing crown not because it will at long last find the keys to the high-value center but rather because processing will no longer be a high-value space even in the enterprise. All the real value will have migrated to the storage network. Wintel will thus inherit the new "server peripheral" space almost by default.

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