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

To: Paul van Wijk who wrote (30196)	9/27/1999 12:22:00 PM
From: johnd	Read Replies (3) \| Respond to of 74651

After MSFT speaks at Montgomery conf. today, the stock could move sharply (most likely to upside) Just my opinion

To: Paul van Wijk who wrote (30196)	9/28/1999 2:26:00 AM
From: rudedog	Read Replies (1) \| Respond to of 74651

paul - the rise of the "appliance OS" is a real issue for MSFT. I think the biggest threat at the moment is the server side - the thin client movement will have to evolve a long ways before the MSFT paradigm is in danger. Servers by their nature are perceived as functional blocks - there is not a lot of user interface. The use of Lunix / Apache in the web server space is a good example of how quickly a solid solution can gain traction in this environment. Oracle is not sitting on their hands. Intel is also getting on the any-OS-as-long-as-its-Intel-based bandwagon. MSFT will have to show significant value in their OS strategy and feature set to maintain the growth they have shown with NT server sales. Windows2000 is a big product for them in that sense.