How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 493.80

-2.7%

3:59 PM EST

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To: paul who wrote (12373)	11/19/1998 1:29:00 PM
From: rudedog	Read Replies (1) of 74651

Paul - I will look into this. I got my Oracle numbers directly from Oracle, but on the DB side of the house, they may have been extrapolating about the applications business. I also got the SAP numbers from SAP themselves, so I'm pretty confident about those numbers. These are real sales numbers presented in early 1998. The trends had been a part of Oracle's thinking (and certainly of SAP's) although the actual penetration of NT was a little slower than the early predictions might have suggested. BTW the trends also suggest that the market may stabilize at something like a 50-50 split on revenue and 70-30 split on units over the next few years between NT and Unix new installations. The difference between revenue and units is not just a pricing differential but reflects the fact that the Unix systems are typically larger configurations. Thanks for your intelligent comments and thoughtful questions.

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