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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%3:59 PM EST

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To: ToySoldier who wrote (8893)7/2/1998 1:29:00 PM
From: rudedog  Read Replies (1) of 74651
 
Toy -
So the clear impression I get Rude from your posting to Cheryl is that "we know that NT is a shitty enterprise solution but it make MSFT money - so who cares

Not my position at all. I have been in this business for 30 years, and I have seen lots of great technology companies end up in the crapper because they didn't understand the business, or held out a better solution than the market was willing to pay for. CPQ in 1990 was one of those companies.

The problem with this is that the IT customer now wants to take MSFT products - NT in particular - into the enterprise arena. This is where MSFT sales will come to a brick wall.

This is kind of a non-sequitor - if customers want to use it in the 'enterprise area' than how could it have hit a brick wall? Remember in the early 1980's when everyone in the business was confident that the 'toy' personal computers would never play a significant role in corporate environments? PC's didn't get perfect, they just got good enough. My point is that MSFT does not need the high end enterprise business for continued growth any time soon, and by the time that becomes an issue they will have developed the broad framework to dominate that market also.

NT is one of the best desktop OS platforms available regardless of market share or popularity. I have extensive experience with Sun, I know many of the people there and I have worked with their products since the mid-80's. Solaris is a good product but it requires too much overhead both in management and administration for broad deployment as a productivity desktop OS. It is just not in the league of NT for desktop use. The only competition for NT on the desktop is Win98.

However your post would be a great one for MSFT to use in their upcoming trial with the DOJ. A sufficiently uninformed reader could easily accept your premise.
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