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Technology Stocks : How high will Microsoft fly?
MSFT 497.36-1.9%Nov 6 3:59 PM EST

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To: Ibexx who wrote (5087)2/10/1998 6:56:00 PM
From: Alan Buckley  Read Replies (1) of 74651
 
In Survey of Plans for 1998, Firms See Shift to Microsoft

interactive.wsj.com

MSFT related excerpts...

PALO ALTO, Calif. -- A survey of executives at top U.S. corporations sees technology spending rising again in 1998, and budget priorities not unlike 1997's. The survey also reflected a shift toward Microsoft Corp. products.

Among the central areas of spending will be enterprisewide software applications, Windows NT, servers, Internet software and data networking gear -- though spending in this last category, while up from 1997, won't equal the strong growth pace of years past.

Buyers also see an increase in relational database spending; 67% say they expect increased spending in the next two to three years. However, 36% say they will substitute Microsoft's SQL Server for Oracle Corp. purchases in the next two years.

Also of interest: Sun Microsystems Inc. may have invented Java, but 45% of Internet technology leaders indicated they would buy development tools for the software language from Microsoft. Sun won 26% of the buyers.

It also discovered that the shift in spending from desktop computers to servers is a gradual trend that will favor Microsoft's Windows NT, but not entirely at the expense of Unix machines. Unix spending within technology budgets should remain a fairly constant percentage over the next couple of years, the survey said.
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