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Technology Stocks : IFMX - Investment Discussion

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To: J Bertrand who wrote (8748)1/14/1998 2:07:00 PM
From: Rob Cook  Read Replies (1) of 14631
 
Jeff, you've seen my opinion on this before - MS *IS* the biggest long term worry for all the traditional players. In my book, the only 'negative' against microsoft if that you're limited, realistically, to intel NT platforms, and for super-ultra-mega-deluxe databases, this can be a limiting factor. With what intel is doing with chips and n-way boxes, what MS and intel, et al are doing with clustering, and what both have planned for the future (gray, bernstein, et al at MS) will utterly eliminate these issues in the next few years. I think most serious business apps will use this as the DB platform of choice in the near to mid term future. Add to this the upcoming re-pricing of MS SQL Server, and the biggies are really going to have a tough time justifying the cost of their products.

MHO
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