To: QwikSand who wrote (19594 ) 9/13/1999 10:41:00 PM From: Rusty Johnson Read Replies (1) | Respond to of 64865
Briefing.com on MSFT VaporWare ... Microsoft (MSFT) 93 9/16 -1 7/16: Finally, we get to see the grand plan of how Microsoft is going to live in the post-PC era. Today, Microsoft unveiled its Windows© Distributed interNet Architecture (Windows DNA) 2000, a wide ranging plan to integrate tools for Web-based development into the Windows 2000 platform. It is important to remember that Microsoft dominates computing on three separate levels: 1) Applications, such as Office, 2) Development tools, such as C++ compilers, and 3) Platforms: such as Windows and NT. The web, and recent trends actually threaten all three areas. Outsourced applications, Java development, and the move towards thin clients haven't made a dent in Microsoft yet, but if they ever built momentum, it would be disastrous for the Redmond software giant. It is clear that Bill worries about these things, because today's developments are designed to deeply link web applications to the Windows 2000 platform. The thread linking web applications and Windows is XML, or eXtensible Markup Language. XML, which is an open industry standard, support is being integrated into Windows 2000 (Windows 2000 is really just the next generation of NT, by the way), in such a way that web applications using it will require Windows 2000 on the web server. SQL Server 7.0 will also support the XML extensions. Microsoft would argue that the DNA plan is not proprietary, because they are also attempting to establish an industry standard, called SOAP, (Simple Object Access Protocol), which allows applications to communicate at the SOAP level, independent of operating system environment. But Microsoft-led open standards have a history of only really working with Microsoft products. The entire plan is designed to encourage developers to make use of XML as a communication standards, which Microsoft will support in Windows 2000, SQL Server, and Internet Explorer. If a developer chooses XML, all of the subsequent choices will probably be Microsoft products. There is nothing developers hate more than testing applications on all possible platforms. Microsoft would love for developers to begin writing applications that only work with SQL, Explorer, and Windows 2000. Especially if the developers create features which only Office 2000 productivity products will support. It gets the developers to enforce their monopoly for them. So the real question is whether XML based messaging becomes popular with developers. But the unveiling of today's plan also demonstrates something else: Microsoft does fear the internet and how it changes the PC software world. Many of the features unveiled today are vaporware, just promises of things to come. But rather than reinvent themselves, all Microsoft has really done is embrace XML, and tied Windows 2000 and SQL Server to it with a string, hoping that XML gets caught in the internet wake, dragging PC software along with it. - RVG Microsoft Corp. (MSFT 93 7/8 -1 1/8) Not happy with a recent Forrester Research report which showed that large corporations favor Java and the Common Object Request Broker Architecture (CORBA) for large-scale applications by a 2-to-1 margin over Microsoft's Component Object Model (COM) technology, the software giant introduced new development tools and programming interfaces designed to make the Windows 2000 operating system more attractive as a Web development platform...According to Steve Ballmer, Microsoft is "at an inflection point in terms of what developers will use to build Web sites... This is more significant than the development of the browser [for Microsoft]. If we miss this we'll be in tough shape." No surprise traders took the company's statement as reason to take profits... Investors pay 60x estimated earnings when they are certain company will continue to deliver much better than market growth... If the company believes this new strategy is key to its future, then it only makes sense for investors to take a wait-and-see approach as there are no certainties that MSFT will enjoy the same success with its new game plan as it did with the old.