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Technology Stocks : How high will Microsoft fly?
MSFT 476.93+0.6%Nov 25 3:59 PM EST

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To: John F. Dowd who wrote (6436)5/4/1998 8:00:00 AM
From: Brian Malloy  Read Replies (2) of 74651
 
I think Orin Hatch's actions had more to do with SUNW and NSCP than NOVELL. Barksdale and McNealy were sitting at the table in front of the Senator.

From where I sit, ORACLE, NOVELL, APPLE over the last six months have basically stated in public that they became unfocused by fixating on beating MSFT rather than growing their own business. NSCP doesn't say it but they also went down the wrong path.

NSCP could be where YAHOO is today but they got browser tunnel vision. I also find it interesting that IBM, SUNW, and ORACLE much more than MSFT proved to impede NSCP's progress and it bowed of its own free will. IBM to protect its Lotus Notes franchise, SUNW over Java control and ORACLE over its thin client concept told NSCP to cool it or risk losing their support. With friends like these, who needs enemies?
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