How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 474.18

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12:19 PM EST

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To: Al Bearse who started this subject	8/28/2001 6:26:33 PM
From: Just_Observing	of 74651

IBM's strategy with Linux according to Merrill • LinuxWorld is set to kick off this morning in San Francisco. We believe that IBM will be announcing a customer win with Linux on the mainframe. • We believe that IBM’s Linux strategy is designed to create an even playing field in the hardware market and software developers. In particular, we believe that IBM hopes to capture developers, commoditize the server OS, challenge Sun and Microsoft, and shift server margins from the OS to semiconductors, middleware, and services. • We believe transforming this strategy into reality will be a multi-year process and Linux is still immature. Momentum and IBM’s leadership remain key keeping Linux on track. (T. Kraemer)

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