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

To: John F. Dowd who wrote (37131)	1/26/2000 1:46:00 PM
From: John F. Dowd	Respond to of 74651

To All: MSFT pressing ahead to rent Office over the net: newsalert.com In time folks will be able to rent btob solutions over the net from MSFT. First MSFT has to decide whose ideas and techniques are the best and then give the old extend and embrace.JFD

To: John F. Dowd who wrote (37131)	1/26/2000 3:21:00 PM
From: Valley Girl	Read Replies (1) \| Respond to of 74651

Yes, I've been following SUNW's counter-moves for the past year. The first move happened last year when they made Solaris x86 "free" (I ordered it for a nominal $20 media and shipping fee). I agree that Linux on Intel poses a threat to SUNW's dominance, especially once IA64 boxes come out. The "threat" to MSFT is less direct but still real: I don't think any current MSFT market share is much threatened by Linux, but MSFT has had it's eye on the lucrative Intel server market and while it was fumbling with the W2K release a strong (IMO) competitor emerged.