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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?


To: Mehrdad Arya who wrote (32742)8/2/1999 12:23:00 AM
From: Captain Jack  Read Replies (3) | Respond to of 45548
 
Apple-- better OS and Billy made cider out of them...



To: Mehrdad Arya who wrote (32742)8/2/1999 11:13:00 AM
From: The Phoenix  Read Replies (2) | Respond to of 45548
 
Mehrdad,

You clearly want to see things positively for COMS. If I mortgaged my two homes I would too. But your looking for help from places that ....well.....really are no help to your argument. Bottom line - if Microsoft wants to win something - they will.

They tried to dominate the official language of the web and they failed against Suns' JAVA.

This battle is not for OS...it's for API's which of course Microsoft badly wants. This battle is far from over I can assure you.

They tried to dominate the personal financial software market and failed against INTU's Quicken.

THis was an application battle - one that would have helped Microsoft to shore up their dominance in the OS space...but given Microsoft's success it's an application they could live without. Do you really think that Microsoft couldn't make an offer to Quicken? Assuming the SEC would let it fly Microsoft could own that too. In the end, Quicken is a gnat... Microsoft doesn't care. It operates on a Window's OS...they win anyway.

With NT they tried to dominate the mainframes and failed, initially they hyped NT but time was their greatest enemy and the ITs realized that NT was inferior to UNIX.

I don't think you mean mainframes.. I think you mean highly reliable servers. Mainframes are out. Anyway, NT4 was not the product to unseat UNIX. Microsoft knows that. IN early 2000 Microsoft will launch NT5 (win2000) and with it the onslaught will begin. They've spend billions in getting in the service providers pants and once they have and can demonstrate highly reliable NT, UNIX sales will slow significantly. this battle is not over either.

Their next flop will be their failure against COMS' PalmOS, wait and see.

At least SUNW is behing Java and Unix (along with HP and IBM). These companies understand software, development tools, development support and the market for OS's.. not to mention money. What makes anyone think that COMS can pull off a transition into a software company???

OG