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To: HG who wrote (73400)	8/12/1999 2:31:00 PM
From: Eric Wells	Read Replies (2) \| Respond to of 164684

>>The more recent trends are indicative of the >>fact that NT is no longer considered a stable >>enough platform for serious computational needs. Happy_girl - you're saying things about Microsoft that I've never heard anyone say before. I must admit that I have a bias toward Microsoft in that I worked for them for a number of years (but not in the operating system group). Regarding NT, I offer the following from a speech given by Jeff Raikes, Microsoft Executive VP of Sales and Marketing, at the July 22, 1999 Microsoft Analyst Meeting: microsoft.com "In this last 12 months, we believe that there were about 3.9 million servers sold in the world. We believe that about 3.4 million of those were Intel architecture servers. Now, when you take Intel-based UNIX and LINUX, when you take non-Intel UNIX, AS400, and you combine all of those together, Windows NT Server outshipped the combination of Netware, UNIX and AS400. Okay, a very, very strong year for us. Now that?s in the new server market, and that again really shows the direction of the future. The net result of that was revenue growth of 34 percent. Revenue growth of 34 percent in a year where we didn?t have a new product, where Netware came out with Netware 5, yet we were able to have that kind of a performance. So I think that shows the kind of momentum we have with Windows NT Server." Anyway, I think Red Hat can look forward to an incredible battle - if I were to bet on it, I would bet against Red Hat. I won't short RHAT, at least not now since it's not possible - but I know the pain that can be inflicted in betting against strong positive investor sentiment toward the latest high profile IPO - and I don't really want to feel that pain. Thanks, -Eric