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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: alydar who wrote (26435)	1/19/2000 5:18:00 PM
From: Michael F. Donadio	Respond to of 64865

Blisenko, I agree with you. Scott was not just joking when he said at the last conference call "Short Microsoft". People underestimate the truthfulness of his statements because he seems so anti-MSFT and comical. In fact he knows what he is talking about. Some of course will buy into W2K because that is the path they have always taken and change is frightening, especially when someone will jump on you for a mistake. W2K, however, is hype, and as George Gilder has estimated there are about 200000 bugs that will be its nemesis. There are now choices, and MSFT which was never the best OS but one which had achieved dominance because,heck, that's MSFT's forte, is now surrounded by alternatives that are more stable, cheaper, and comes as a paradigm shift to ASP and thin clients takes root. MSFT will prosper as an ASP which is where its strength lies but for which its margins will be nowhere as large. Time to reappraise MSFT. JMHO, Michael

To: alydar who wrote (26435)	1/19/2000 6:43:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

If you purchase Win2000 server you must upgrade all your clients. Talk about a screw job. Bob: For those of us not in on the program, would you mind going into that a little deeper in 250 words or less? If you were the marketing guy or the engineering manager for W2K, and you were conducting a program review, and a geek put up a slide that said "If you purchase Win2000 server you must upgrade all your clients," would you nod sagely and signal him or her to pick up the pace because we're almost out of time for the meeting? Or would you pick up the phone to the Human Resources department to arrange for a priority new-hire? (Hint: this is an easy question.) I would really like to hear more about this. Regards, --QS