How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 486.83

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Dec 1 3:59 PM EST

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To: rudedog who wrote (8370)	6/9/1998 9:41:00 PM
From: cheryl williamson	Read Replies (1) of 74651

rudedog, Still searching the server sales... Here's the Ultra's: The Ultra-5/10s (the $2-10K machines) are running at manufacturing capacity. The demand is higher than production rate by about 40%/quarter. (40% of the order/quarter is backlogged). Ultra 5/10s, offered at prices competitive with PC's, were just announced a few months ago, so manufacturing is just ramping up. The actual numbers will be small, but growing rapidly as they gradually take away from NT sales. Source: SMI Anecdotal evidence from some sys ads: Some sites are replacing NT servers & workstations with PC's running Unix and some are going with Sun Ultra 5/10's because of superior performance & reliability. Many NT servers have been installed & configured, but are not on- line because of reliability problems. Some sys ads have reported that they are actually still running their apps. on Unix servers w/NT running but not hooked up. Some of the new NT installations are bogged down & not actually running past the test phase because of implementation difficulties.

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