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


To: Frank Ellis Morris who wrote (35258)12/9/1999 7:44:00 PM
From: John F. Dowd  Read Replies (1) | Respond to of 74651
 
Frank: Linux is just like any other ix subset of Unix which have all been losers. No one is going to hitch their IT wagon to a system maintained by hackers who are not working for any given company. This thing is like the tulip market. JFD



To: Frank Ellis Morris who wrote (35258)12/9/1999 11:22:00 PM
From: ed  Respond to of 74651
 
The linux is pure hype !!!!
Noone will use Linux for critical application , except someones use it as a toy for fun.
Once the Linux bubble bursts, many investors will be buried !!!!The nuclear winter on Linux will come sooner than later , and it is not far away !!!



To: Frank Ellis Morris who wrote (35258)12/10/1999 7:10:00 AM
From: SunSpot  Read Replies (1) | Respond to of 74651
 
The threat is not by Linux as the small program made by Linus Thorvalds. Linux is a collection of more than 2000 programs that are free. That's not the threat either. The threat comes from the fact, that Linux standardizes file formats and protocols. Microsoft in't any longer the only one that can set up an NT Server. Sun, IBM, HP, Compaq etc. can now set up a computer acting as an NT Server without paying Microsoft a license. They just put the "Samba" program onto it. Samba is developed by programmers in the Linux "community", but it's not a Linus Thorvalds product.

Additionally, the web-server developed in the sphere of "Linux" is called Apache and has much higher market penetration than Microsoft. There are many other programs that are or will become the de facto standard.

The investor craze in Linux is there, because when you don't buy Microsoft products, you will probably spend some more money at non-Microsoft vendors, which is already happening.

You can always ask, why want people to buy Linux products? In fact most people don't. But if somebody tells them you can buy a server that can do 1000 virtual web-servers, and the price including installation and licenses is less than $1500, and it's operated via a web-page as easily as posting messages to SiliconInvestor, and it's much more stable than Windows NT Server, why shouldn't you buy?

Lars Dybdahl.



To: Frank Ellis Morris who wrote (35258)12/10/1999 10:13:00 AM
From: PMS Witch  Read Replies (2) | Respond to of 74651
 
... why is there a craze by the investors?? ...

I'll throw in my guess. Imagine if one had purchased Microsoft in the mid 1980s. They'd be very pleased with the results. Well, most investors missed that opportunity. Kicking themselves, they vowed to never let another winner slip through their fingers. It would be better to buy a dozen losers than miss the next winner.

Anything, and I mean ANYTHING which has even the most remote chance of performing as another Microsoft will attract these people. To Hell with price, value, earnings, market presence, management, products, customer base, and common sense: We're going to be rich!

How many 'death blows' have come Microsoft's way: Netscape, Apple, Unix, Lotus, ...?? We'll soon be adding Linux to the long list.

Cheers, PW.

ACB<$1