Wintel's Demise Message Board

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Technology Stocks : Wintel's Demise

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To: Steve Porter who wrote (215)	9/28/1997 2:27:00 PM
From: Nolan Toone	of 328

> Even though I know I will suffer the wrath of this group for > saying this, but Netscape is dead in 2 years. Thats because you know the reasoning for it is so ridiculous. > Netscape is fighting with Sun and MS.. both are much more > powerful and have better management. They are in NO way fighting. The do see somethings differently and to each other they express those differences of opinion. THEN they go back and think about it. Many times they come to an agreement. Sometimes they don't and they do act on those differences. They both hope for the success of the other but are most concerned they they themselves are successful. That is not fighting. I do the very same thing with the members in my own group and I see it as differences that makes us all stronger. > Now I know people are going to chime in "Netscape and Sun are > friends"... They are (as much as any two companies can be). > SUN doesn't HAVE ANY FRIENDS.. Sun wants to get rid of MS with > Java.. Sounds like they both have a good common goal there :-> > Netscape is convenient for them now.. once Sun is finished > USING Netscape, Netscape will disappear.. Netscape will stand or fall on their own merit. IF sun is using them then Netscape (because they have bright people working there) will use that as long as it is convenient for them. Then they will go their own way. Sun has been very good about working with their ISV's (Independent Software Vendors) as any smart company will and I would wager that a MUCH smaller % of Suns ISV's are a worried about being taken over by Sun then M$ ISV's worry about M$

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