How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 510.37

+1.4%

Nov 14 9:30 AM EST

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To: John F. Dowd who wrote (39016)	3/5/2000 5:21:00 AM
From: SunSpot	Read Replies (3) of 74651

Except for MSN and related activities, Microsoft has no technology that is "hot". The only technology I can see, that is just "varm", is SOAP. And I simply cannot figure out, how on earth they want to make money on that. Tradional knowledge should tell you, that the first company in a technology often is the one to win. And Microsoft is not among the first in these technologies: - Wireless. They have no wireless technology known to me. - TCP/IP. Well, they're are 20 years behind Unix, 4 years behind Linux. And it really shows!!! - Handheld devices. They're still trying, but there is no all-round solution like WinCE for everything that falls under the category "a non-PC". - Network administration. There are countless of companies with much better products than any MS product. Even Kerberos they got wrong. Windows 2000 could never win a call for tender with an open Kerberos specification. - ETHERNET. Why on earth has everybody BUT MICROSOFT the ability to run with full duplex Ethernet?!? I really look forward to a Windows server that can be connected with full speed to an Ethernet switch without any specific knowledge that is not documented by Microsoft. Maybe they forgot that network applications could be multitasking. - Databases. Oracle rules. DB2 rules. Interbase is open-source. MS SQL server is only used in installations provided by MS centric companies. - Crypto-technology. Here, trust is everything. Nobody trusts Microsoft. That's bad. The problem for Microsoft is, that the world is changing from computing to communicating. The the communication sector has always used open standards supported by several companies in competition. Microsoft earns all their money on proprietary technologies. Windows 2000 is probably the moment for Microsoft, where operating systems for PCs gives the most revenue ever and forever. I don't think the next generation will provide the same revenue. This has to come from MSN and related activities.

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