INPR - Inprise to Borland (BORL) Message Board

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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Jerry Whlan who wrote (4666)	2/26/2000 2:02:00 AM
From: David R	of 5102

RE: they can no longer compete on price That is where I disagree. MSFT is squeezing the competition hard. MSMQ is free with NT Server and while not quite on par with MQS yet, it is closing the gap, and it is free. Their pricing of Exchange is killing Notes. Their pricing of SQL Server is slicing away at the low-end of Oracle. Their pricing of Active Directory will present problems for Novell. MSFT has the economy of scale that no other company enjoys. Every fortune 500 company that we have had discussions with is on Exchange or they have plans to get there. They all want NT based telephony. Most of them will go Active Directory (The Exchange shops will). The world hates MSFT. THe press is shoving Linux down our throats. I don't buy it. I say that 1 year from now, MSFT will have a substantially stronger lock on the corporate market than they do today. And their share price will double. Book mark this message and feel free to put it in my face on 2001.

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