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Technology Stocks : INPR - Inprise to Borland (BORL) -- Ignore unavailable to you. Want to Upgrade?

To: i-node who wrote (4659)	2/25/2000 7:55:00 PM
From: David R	Read Replies (1) \| Respond to of 5102

RE: What do they gain?" by upgrading (or downgrading, whatever) to W2K If you believe the press, they get more stability, and better support for PnP, USB, etc. Remember Win2k is for NT users, They are not marketing it as an upgrade for Win98 (that will come later). There is a big difference between upgrading an OS, and replacing the entire desktop (and learning new WP, etc.). How much do you suppose it will cost for a company to replace Windows with Linux? How much loss of productivity as all employees must learn new apps? What CFO would be stupid enough to do such a thing (except those whose egos drive them to hate Mr. Gates).

To: i-node who wrote (4659)	2/25/2000 8:01:00 PM
From: David R	Read Replies (1) \| Respond to of 5102

What nobody seems to notice is that MSFT Exchange is quickly taking the Enterprise messaging business. Outlook is the defacto email standard client (Notes is crap). MSFT is gaining momentum in the server arena. Exchange users will either move to Active Directory or get stuck on release 5.5. Thus the corporate preference for Exchange == Migration to Active Directory. THus, MSFT gains a major stronghold in the back office, and strengthens their desktop position. I say MSFT has no plans to become a Linux shop. In a year, they will have nailed down 25-50% of the corporate world to Exchange Platinum + Active Directory.