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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: ed who wrote (29209)	9/6/1999 9:02:00 PM
From: Stormweaver	Respond to of 74651

The DOJ case against MSFT is about free IE from Microsoft, and now I see SUNW doing the same thing. SUNW must know something about this DOJ case, otherwise it won't have the guts to throw the STAR OFFICE free. Free Star has already affected the stock price of Corel and Applix. It will be hard for the DOJ to fault Msft for IE when Sun is doing this: news.com The time when the first Mercede station equipped with NT OS is the time you will see SUNW starts to dragging down. As I've mentioned a couple of times on the Sun thread I see "open iron" (X86) technology continually making headway into the traditional proprietary workstation and low end server arena. We're already seeing a shift to NT/x86 for workstation market as price/performance is far superior to UNIX workstation offerings; coupled with most CAD/CAM apps becoming available on NT. We'll see a similar thing happen as 4 and 8-way x86 technology coupled with NT/Linux will have similar price/performance benefits. Cheers James

To: ed who wrote (29209)	9/6/1999 9:18:00 PM
From: RTev	Read Replies (1) \| Respond to of 74651

The DOJ case against MSFT is about free IE from Microsoft That's not the case and it's not even the primary issue. It's an issue of bundling a new product with a product that holds monopoly position within its market. There are reasonable arguments that can be made on both sides of the issue and most of them have been made here, but the cost or lack thereof for IE is but a minor issue in the case. Consider, for instance, that Microsoft also has also given away a web server while Netscape charged thousands of dollars for their competing product. That's never become an issue in the trial because NT doesn't hold anything close to a monopoly position within the server OS market and this case, which has sliced the definition of "market" along very thin lines, does not concern itself with that market.