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Technology Stocks : How high will Microsoft fly?
MSFT 493.80-2.7%Nov 18 3:59 PM EST

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To: cheryl williamson who wrote (11243)10/9/1998 1:16:00 PM
From: ToySoldier  Read Replies (1) of 74651
 
Excuse me cheryl, I have to ask your to clarify you following term:

My guess is that MSFT will come out with
a scaled-down version next year, placing it in more direct
competition with Netware rather than Unix, so they'll be
limited to the workgroup market.


NT and Unix platforms are competing in the application server arena. Scaled down to compete with NetWare does not make much sense. You might not realize this but NetWare servers are out there services 2000-3000 users in file/print and other client/server related activities on Intel platforms that Unix servers could not perform on anything much much larger (multi-processor systems). These are environments that NT can't even dream of taking on without 5 extra servers.

In fact, last fall I was involved in a project whereby the customer decided to move from a NetWare file/print environment to a Unix environment. After 1.5 years of Unix capacity and outage issues, the customer literally begged the us vendors to return them to NetWare 3.x! We convinced them to use NetWare 4.x and they have now returned to a high availability and stable solution. The Unix is now gone.

So please dont compare NT to NetWare when you talk about scalability. There is no comparison. Keep your fight between NT and Unix on the right playing field. Also, Unix's scalability issue on NetWare (and some day NT) will be going by the wayside as SMP to 8+ intel processors is arriving very shortly. When that happens you can add another nail in the Unix coffin. I hate to tell you but as the Intel SOS's mature, Unix will be eventually squeezed out of the market.

At least AIX and RS/6000 have an upward migration path into the very large enterprise systems like OS/390. The Sun and HP Unix will be pushed into the niche markets (like GIS) similar to the way the MACs have been squeezed into their little market space.

I also hate to admit it, but NT will slowly but surely be taking the Unix marketshare away (with the exception of Linix which I feel will begin penetrating the desktop marketplace from MSFT WinX).

Toy
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