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

To: Valley Girl who wrote (37757)	2/12/2000 3:40:00 PM
From: Steve Lee	Read Replies (2) \| Respond to of 74651

Whilst the nerds may want Linux, they don't really make the decisions. The decision on which OS to use normally comes from very high up in the management chain - often right from the very top. These decision makers have usually been well lobbied by all the competing vendors and resellers, along with a bombardment of media information. They will then confer with their most trusted technical aides, who are unlikely to be Linux nerds.

To: Valley Girl who wrote (37757)	2/13/2000 5:42:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

VG: The fact that SUNW feels threatened underscores all the sand that is being thrown into the works as we near the intro date. I am sure the ORCL/SUNW axis is doing its best to stop this freight train. As for ORCL I don't share your opinion that they are a low cost provider. JFD

To: Valley Girl who wrote (37757)	2/13/2000 6:45:00 PM
From: August	Read Replies (1) \| Respond to of 74651

VG, given that Whistler is scheduled to release in 2001, and that in combination with the reported incompatibility and alleged 63000 bugs in W2K, do you think migration to W2K on existing networks will be significantly impeded? It seems to me migration to W2K would be a vast task for a big corporate network, despite what Microsoft says. Why spend the significant IT resources in fixing something that is not broken? Especially when the fix-(W2K) reportedly has numerous incompatibility issues, as well as the alleged 63000 bugs, and a new fix-(Whistler) is coming out next year. It seems to me that the most important mission for the IT resources is to execute the corporation's internet strategy, and execute it fast, preferably yesterday. There is so little time, so much to do, and limited IT resources (even ones with the proverbial unlimited budgets). Given that Win-NT is disfavored as mission critical internet server platform, I doubt corporations will want rely on a new OS-(W2K) for their critical internet strategy. There is no time to try out W2K first to see if it works. When the telephone was invented, it would have been foolhardy for a corporation to insist on relying solely on the pony express, and to spend its precious resources on upgrading the saddles, instead of spending it executing a telephone strategy. Migrating a small network should be vastly easier task, than that big corporations face migrating to W2K. I for one will not be migrating to W2K for my small home network, even though I can use some of the features (such as USB, firewire) that Microsoft had promised years ago to release in a Service Pack. I just don't have time to fool around with it. When Whistler come out, I'll migrate to it with new computers. Despite what I believe would be a slower ramp up of incremental revenues for W2K/WinNT, I believe MSFT will be a good investment relative to the rest of the tech market. The new mandatory registration policy, along with traceable unique ID's on files, and back-door keys, cookies, etc. The advent of internet make it easier for Microsoft to control more and more aspects on our lives. Microsoft will eventually own the world. I will be looking for a good opportunity to get back in MSFT in the next few months.