How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 459.70

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To: mxyztplk who wrote (2908)	9/6/1997 3:20:00 PM
From: Bill Fischofer	of 74651

NT Inevitability Very important article published in the current Information Week at techweb.com which describes the pain that Star (a Texaco unit) has had implementing SAP R/3 on NT. At first you might think the article was a vindication of SUNW's claim that NT was unsuitable for enterprise-level computing, but there's a deeper message here. Here's the final paragraph which describes the customer's view of the experience: Despite Star's implementation difficulties, Richardson remains convinced the company is headed in a good direction, strategically, with SAP and NT. He calls NT the operating system of the future, and says vendors are working to make the system enterprise-class. "Technology is on our side," he says, noting the industry momentum that's moving to the operating system. "The world is doing it, and I don't want to be left on an island." As long as Fortune 100-class customers believe that whatever shortfalls NT currently has are being addressed in a timely manner and that industry consensus is behind it, NT's "growing pains" will be taken in stride as just a normal part of managing a complex business. So while SUNW likes to point out current limitations they're really missing the bigger picture. Speaking of SUNW, as reported in techweb.com they're already quietly conceding the processor war to INTC by planning on offering Solaris on Merced. McNealy clearly knows he can't match INTC's economies of scale with Sparc. Of course he doesn't admit it in so many words, but the backpedalling and bet-hedging has clearly begun. Unfortunately, he's late to the INTC party and as reported in Computer Reseller News at techweb.com The Santa Cruz Operation (NASDAQ: SCOC) seems secure in its domination of the Unix-on-INTC niche for now.

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