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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (20119)	9/7/1999 6:16:00 PM
From: Wes Stevens	Read Replies (1) \| Respond to of 56535

Max, I am a Microsoft Certified Engineer and work for a company that is joined at the hip with Microsoft. Having said that they do not make very good software. Our most mission critical systems run and on Unix, AS/400 and mainframes not NT. The open part we do not care about, but the reliability is critical. The open part hurts a bit as big companies would feel that there is no one company that is accountable for the future of the system. I think they will have a tough time cracking fortune 500. The open part is the reason that I am not long on RHAT. If there were 10 other companies that could go out on the internet and get the source code for windows 2000 - how much do you think they would sell it for? It becomes a commodity and very low margin. Also how many will they sell? You do not have to have one per box. If you have 100 boxes there is nothing keeping you from buying one copy and installing it on all 100 boxes. They can try and make money on the support side, but with 82 million shares out they will have to sign some huge support contracts.