How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 483.03

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3:59 PM EST

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To: Uncle Frank who wrote (8680)	6/25/1998 11:22:00 PM
From: Warren Gates	Read Replies (1) of 74651

Microsoft has been setting its eyes on the Enterprise, unfortunately, the best it could do is get a decent market share for SQL server and Windows NT. While Oracle and IBM guarded the gates, an Arian player emerged and is now the 2nd biggest independent software company in the world, about 1/3 the size of Microsoft, competing in a market that's poised to be bigger than the desktop. SAP is the name and ERP software is the game. Why does it have Uncle Bill's blessing? Because it is not an IBM, it is not a Novell, it is not a Borland. Microsoft sees it as an ally, an important step to validating Windows NT's role as a robust, mission-critical ready OS for the enterprise. Windows NT is where Microsoft's growth is accelerating. Leading the Internet is just a symbolic prize for them. They know that in order to sustain the 20% plus growth in the next 5 years, NT's has to become a mainstream product for the Enterprise, just like Unix and MVS/OS390. How does the market see this new kid in town? It just awarded it the same price/sales ratio as Microsoft.

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