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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.26+3.1%Nov 14 9:30 AM EST

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To: Dave B who wrote (19961)5/11/1999 8:23:00 PM
From: Dave B  Read Replies (1) of 93625
 
OTOTOTOTOT

Hey MileHigh,

I also meant to mention earlier that, with respect to Microsoft, I'm watching with intense interest the whole Linux thing. It'll be interesting to see if Microsoft has pissed off enough people and if the Linux camp can get its act together well enough to allow Linux to make a dent in the NT server business. My sense is that both of these have/will happen, but I'd only give it 60/40 odds right now.

The upshot is that Microsoft may have too many battlefronts right now and be spreading itself too thin. I think we're seeing a very critical moment in Microsoft's history, and that focusing too much on one area may cause key battles to be lost in others.

Dave
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