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Technology Stocks : Compaq

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To: The Duke of URLĀ© who wrote (76625)1/25/2000 11:03:00 PM
From: WTSherman   of 97611
 
<This is a pretty big deal, MS NT is going to replace UNIX in the corporate environment. There are (my guess) perhaps 30-100 Million Unix installations and intel has projected that the market will grow by 100's of millions a year (yea, I know it sounds unbelievable to me too).<

I don't know where you get the idea that W2000 is going to replace UNIX as an enterprise server environment, but, it shows complete ignorance about OS, NT and UNIX. Neither NT or W2000 have remotely the robustness or scalability of UNIX. Someday they may, but, not this year, not next year, not before MSFT is broken up into pieces.

If you want to see the rate at which enterprise applications are being moved to NT just track ORCL 8i sales on NT versus UNIX.

I'll give you one little example. SAP has some 4000+ installations worldwide, more than 95% run UNIX for the database backend. In 1999, new SAP installations continued the rate of UNIX deployment. The same trend can be found in corporate websites, almost all large website run UNIX. Linux will actually increase the marketshare that UNIX variations have...
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