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Technology Stocks : How high will Microsoft fly?
MSFT 479.13-1.6%1:58 PM EST

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To: Bearded One who wrote (20074)4/8/1999 6:51:00 PM
From: DownSouth  Read Replies (1) of 74651
 
Bearded One, who is left, of any significance, to sign up, not including reseller agreements?

No real argument, though, ADS is a classic story from MSFT. Late, not as good as some competitive products, etc. MSFT should send money to NOVL in gratitude for NDS. With NDS, NT has a good directory service for enterprise implementation. Without it, NT has to wait for ADS to arrive.

I give NDS another 2 years of prosperity before ADS, in classic fashion, takes a dominant (80%) position in new sales and begins to erode the installed NDS base. (Just like NT did with Netware.)
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