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Technology Stocks : How high will Microsoft fly?
MSFT 483.69+1.1%Dec 11 3:59 PM EST

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To: Andy Thomas who wrote (8875)7/2/1998 8:46:00 AM
From: ToySoldier   of 74651
 
I agree Andy,

I would dispute to some extent the OS life cycle theory. MVS is an old and very mature OS for Mainframe systems. IBM is developing other OSs for their S390 platform (like OS390) which is basically AIX for the mainframe. But MVS is far from reaching the scrap-heap.

Old OSs evolve to meet new requirements. Its like comparing the Corvette of the 60's to the Corvette of the 90s - put them side-by-side and they are almost completely different cars yet they are both Corvettes.

As for NT, 5 years is about the right amount of time that it will take for NT to be accepted as an Enterprise - High Availability - Stable OS for Mission Critical solutions. Right now to meet these requirements for the distributed Application world, Unix and AS400 are still the favoured platforms; for File & Print NetWare is still the favoured platform. NT can deliver smaller scale departmental solutions quite effectively where the above criteria is not important.

As for the market not caring - maybe he is right but I will requote what MSFT senior staff have stated about the importance of the success of NT5 - "We are betting the farm on NT5". So if NT5 doesnt catch on for 1+ years after its release, I would have to guess that the markets and MSFT do care.

Toy
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