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Technology Stocks : How high will Microsoft fly?
MSFT 472.22-1.3%3:59 PM EST

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To: Tony Viola who wrote (37713)2/11/2000 6:10:00 PM
From: cheryl williamson  Read Replies (1) of 74651
 
Sun, couldn't be displaced also, by a third guy, or IBM

They certainly could, but it hasn't happened yet. The third guy
is going to have to beat SUNW at its own game.

I imagine they would be very interested in getting back at Sun now that they have a superior, lower cost hardware base

Imagining what someone, like IBM, will do doesn't equal reality.
As far as it goes, SUNW itself will have Itanium Solaris to sell,
but, like IBM wants to remain in the computer hardware business.
What incentive does EITHER company have to favor someone else's
technology over their own.

It's a myth that just because INTC makes it, it must be cheaper.
Their manufacturing costs aren't that much different than anyone
elses. The COST to the customer ultimately comes from the value
of the solution, not some given margin above manufacturing costs.

BTW, there aren't a dozen others, there's only IBM & HWP.

My guess is that the major computer makers are taking an interest
in Itanium, but INTC &HWP themselves admitted that it isn't going
to have the performance they had hoped for. Just how much of
an endorsement is that????

Your calling everything Microsoft does a piece of crap is pretty ostrich-like, and doesn't show much class either.

M$FT hasn't shown yet that they know anything about operating
systems technology. It's been that way since MS-DOS in the 80's.
I don't see it changing now. Let's see what they have to offer
next week. I have the feeling that most corporate users are going
to be underwhelmed. The internet is destroying their computing
model for desktops, Tony. When it comes to modern o/s's, less is
more.
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