Tandem's Prospects Message Board

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Technology Stocks : Tandem's Prospects

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To: RFF who wrote (95)	6/23/1997 8:48:00 PM
From: Mike Chen	of 99

Guess what? My two bagger in TDM was predicated on M$FT's sponsorship of NT. I don't doubt that you're right about market share. I expect NT to have to get Unixy to be able to scale and become reliable. Then they'll kludge it over with a way cool GUI. I agree with your thoughts about TDM's enterprise market. I'm not sure TDM's NT technology is worth all that much. The reason folks bash NT is because it is technologically inferior. It remains essentially 1970's proprietary technology. M$FT has patented the width of the railroad tracks and made everyone love it. In this stuff, big wins.

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