How high will Microsoft fly? Message Board

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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: DownSouth who wrote (12357)	11/19/1998 12:22:00 AM
From: rudedog	Read Replies (2) of 74651

This is well documented. The crossover point for SAP came in 1996 - that's when NT sales exceeded all other platforms for the first time. The ratio has shifted even more since then, up to about 65% NT in 1997. Oracle crossed over in 1997 in revenue but a lot earlier in units - the NT sales per unit are a lot lower than the Unix sales. This is not just the Oracle Apps business - it's true for the database sales as well. I can go back and dig up hard references but this is widely known and had been predicted inside those companies in 1995 based on the relative growth rates.

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