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Technology Stocks : Dialogic ready to soar, funds buying
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To: Robert Floyd who wrote (331)6/5/1997 10:07:00 PM
From: Jay M. Harris   of 674
 
Robert great work! Its good to know your objectively digging into CTI.
When DLGC reaches $100 prior to 2000 many on the board will thank you
including myself. I'm happy that there are engineers still around
that don't fully appreciate the magnitude of NT. I apologize for
cluttering the CTI board about NT, but they are very much related as
DLGC's products will function on top of the NT platform.

Last year NT sales exploded 86% compared to 12% growth for the rest
of the corporate OS market. Montgomery securities expects NT to
penetrate 7.4 million new users in cal 97. Sales of NT and BackOffice
will exceed $1.8 billion this year up from $591 million in 1996.
Bill Gates has proclaimed NT as "the centerpiece of what we are doing".
After all, the PC business represents just over 1/2 of the $550 billion
worldwide market for computing software, hardware, and computing
services according to McKinsey & Co.

MSFT Market Share includes the following: Word=90%;Excel=87%;
SQL server=5%....OS: Windows=83%;Windows NT 27%...Internet browser=30%.
MSFT sold 732,000 NT server copies in 1996, while all versions of Unix
sold combined were 600,000. I expect MSFT to sell 1.2 million NT server
copies this year at $625. each. Also, 6.2 million copies of NT workstation
for $85. each. This is up from $30 for Win 95.

The cost of a 100 user NT client server network running NT and Backoffice
is $372 per person. This compares favorably to the cost of a UNIX network
using software from SUNW;NSCP;ORCL,Lotus Notes at $728 per person.
Finally, I don't want "to incite a riot":-) but I expect UNIX to be
dead by the year 2001. HP,DEC and many are watching their UNIX sales
plummit while forming joint ventures with MSFT.

P.S. Robert if DLGC hits $100, I'll have you and Crash over for a couple
cold beers.....Happy Investing Jay
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