<Readers. Let me explain what our bud Danno is attempting to do here. To muddy up the highly positive facts about WIN NT presented in the release, Danno concoted a bogus calculation and put it in a post. Do you not understand the official Microsoft press release Danno? Then call up their investor relations department and they'll explain it to you. Instead of throwing nebulous bombs, why don't you admit you don't get it? But, I'll have to hand it to you Danno. You are good. Are you an attorney?>
Muddy up? There isn't enough water to muddy anything... NT is an interesting alternative to Windows 3.1, Windows 95 and Mac OS. It also makes a pretty good replacement for Novel servers. I use it myself, and find it adequate for my uses. But it is hardly the UNIX contender that MSFT is propagandizing it to be. And it is hardly as succesful as they want people to believe. Look at your numbers, Twisted. MSFT revenue grew only 1.77% last quarter - not 19%. This 19% is either the growth of earnings for NT itself due to the release of 4.0 (19% over the tiny NT 3.5 revenue is not much), or a slice of MSFT's increased earnings (reflected in my previous post). If it is something else, please enlighten us.
No, Twisted, I'm not a lawyer. But it is interesting that you claim that I am "good." To me, that means that my points are compelling even to you (and you get paid to disseminate information that opposes what I am saying).
I am actually a software engineer, working in the Silicon Valley (not at SUN -- although I do work with them occasionally). I work with some extremely large Financial Industry players and have close business associates who work with many other "big" industry players in the San Francisco bay area. My viewpoints are a reflection of the trends that I see taking form in the Silicon Valley. As you probably know, most computer related technology originates here. Even Microsoft's coveted Windows NT was created using concepts originating from here (primarily at DEC, where the NT development team originated).
What I am seeing has made me EXTREMELY BULLISH on Sun, Oracle, Netscape, IBM, and a host of other companies that are driving the upcoming revolution in computing strategies. I am EXTREMELY BEARISH on Microsoft because of their over-valuation and their continual refusal to accept the paradigm shift that is currently taking place (movement to Java-centric and thin-client computing model). Their reluctance to embrace the positive changes in computation will ultimately result in Microsoft being knocked down from the "trend setting" position that they have held for so long. This is taking place today -- you can read negative press on Microsoft's strategies everywhere (even in mass-distribution financial periodicals like Fortune magazine).
The argument over NT vs. UNIX is a favorite of mine, due to the silliness associated with it (Apples to Oranges, or High-Performance cars to Economy models). I know NT inside and out, I also know UNIX inside and out. I am quite qualified to argue the technical points, but I am no lawyer.
-Dan |
