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To: Amy J who wrote (98602)	2/9/2000 11:52:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Amy, RE: what are the current estimates on the Server OS market size? Any estimate of server market size is bound to be wrong in 6 months. But this doesn't mean that there might be a direct proportional relationship between RHAT/LNUX and that market. For a lot of large systems, it would be much more economic for the company to download Linux directly for free, and pay a fee to someone for support. And this market is much more competitive, with players like IBM and EDS competing with RHAT and LNUX. What's your thoughts on win2000? Have you tried it yet? Certianly it's a good OS, certainly better than NT 4.0. I haven't used it personally, but have spoken with many users who speak highly of it. I still think that MSFT won't be able to stop its erosion in server OS market share. First, on the high end, they need to market to the very people that really hate their guts. Since ease of use isn't much of a factor here, I can't see MSFT taking back customers, particularly the mission critical world of Solaris. On the low end, although Win200 is more robust than current Linux flavors, when the new Linux kernel (2.4) is released some time this summer I'm betting that this performance gap will be closed almost completely. And given that the price discrepancy is almost absurd, I don't see Win 2000 stemming MSFT's continual market share losses in this space. In the end, IMO the main market for Win 2000 will be upgrades from Win NT 4.0, which won't be enough to stem the market share erosion, particularly in a growing market.