How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 471.45

-1.4%

10:40 AM EST

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To: carl a. mehr who wrote (34870)	11/27/1999 4:58:00 PM
From: Bill Fischofer	Read Replies (1) of 74651

Re: Linux "threat" It's curious how so many are concerned for MSFT's future given the Linux threat but are somwhow silent on how Linux will similarly ravage other companies. For some reason, Linux is a deadly threat to MSFT but companies like SUNW, whose whole business model is based on a proprietary version of Unix to support their proprietary hardware (Sparc) will be spared any significant effect. It seems obvious that the first to embrace Linux en masse should be users of proprietary Unix variants since the application environment is so similar. Of course, once running on a common (commoditized) OS platform there is little advantage to using proprietary hardware so it would seem that Linux on INTC should be taking over the Unix world as we speak. However, that doesn't seem to be happening just yet. The major uses of Linux are in the sealed-box server appliance market. Until proprietary Unix vendors start to feel real heat from Linux, the real impact on MSFT is likely to remain rhetorical.

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