How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 472.22

-1.3%

Nov 21 9:30 AM EST

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To: rudedog who wrote (12348)	11/19/1998 9:09:00 AM
From: ToySoldier	Read Replies (1) of 74651

Rude, One observation that I must make on your following point: I'm sure this will be at least as successful as the SAA architecture or OS/2, both efforts on which IBM spent billions, and both of which had far more user adoption than Java has today. IBM's execution as a marketing machine for anything but their legacy base is a joke. I don't think anyone is staying awake nights worrying about the San Francisco project. There is ONE HUGE difference in your past IBM examples of market development strategy and this latest Java strategy. And this difference is one that MSFT has yet to learn. SAA and OS/2 were both strategies that were closed proprietary solutions/architectures! SAA was successful (and still is being very much uesd so I wouldnt call SAA not successful - it has made IBM a pile full of cash!) but the new drive to provide customers with solutions and products that are open and industry standard is the way to go now. Java meets that goal and so IBM WILL BE SUCCUESSFUL - as will Java. As for OS/2, it was simply out marketed by MSFT. OS/2 and NT are basically one and the same (same parents). Both are still closed and based on a closed working environment. Even the previous versions of NetWare were in the same boat. But what MSFT is still about to learn is that people are going to start taking a hard look at "Why NT for my envirnment?". NOVL realized it and NetWare 5 is now completely designed on Internet standards. NT is not even close. So you have got to stop looking at the past to predict the future. This has got a lot of people in trouble. IBM has learned from its mistakes. Its too bad that MSFT isnt smart enough to take lessons from IBM's mistakes. Over the next couple years MSFT will learn the hard way what mistakes they are making. Toy

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