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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Justin Banks who wrote (16920)1/31/1998 11:10:00 PM
From: Bill Jackson  Read Replies (2) of 24154
 
Justin, I think NT will be able to do that in 1999, NT keeps advancing. What does SUN OS do that it did not do last year? Why is SUN oS in decline?
Is it just the huge bunch of software that NT will run?, or is the extra high price of SUN stuff(on recently did the price drop)

I think it is a broad encroachment on SUN OS by NT on all fronts. It is going to catch up and beat it on software runnable, price, and it will get good enough at striped drives, memory and multiprocessors to get share and keep it. This will continue to erode SUN and soon it will be AAPL all over again.

SUN must change this year to survive. If not it will fall and abuyer will emerge who will make the needed changes. I think McNealey had better change his company hisself, rather that see others do it. Waht is more humiliating than getting kicked out or going broke for being too staid to adapt, especially in the computer business where change is perennial.

Is he still looking for trophy dollies?

Bill
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