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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%Dec 5 9:30 AM EST

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To: Joseph Pareti who wrote (47920)7/18/2000 10:26:54 AM
From: alydar  Read Replies (5) of 74651
 
<<is it REALLY crap ?>>

I believe it is. It reminds me of the kind of spin that politicians and lawyers are famous for. If you like the people who make up the two former groups, I guess you like the tactics of MSFT's management.

O.T: I believe that Win2000 is a brand new operating system and is not an upgrade to NT4 or a rebranding of NT4. In hindsite, I think that Ballmer would have preferred an upgrade of NT4 instead of developing a new OS with 10's of million lines of new code. The reasoning: 1. MSFT has a reputation of introducing new products with bugs in them. If they upgraded NT4 the market would have perceived this as an improvement of an existing product. Big difference between new and a upgrade. For instance, if MSFT had spent as much money and time upgrading NT4 as they did on Win2000 they might have pulled of a coup by having a OS with the reliability and scalability of *.nix systems. I believe that the product is having implementation problems and is basically a bust. Why go to Win2000 and risk the unknown when you can purchase safety by using *.nix and Solaris.

Of course, when you think you are g-d, and have a monopoly position, you think you can pull anything off. Todays earnings report and the next 4-8 quarter will tell the story.

JMO, Bob.
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