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To: Jerry Whlan who wrote (4666)	2/26/2000 1:52:00 AM
From: David R	Respond to of 5102

In a perfect world where programmers work for love of mankind, Linux looks good. In the real world, where everybody wants to be a gagillionaire, things look different. As the competitive pressure on these $50B Linux companies with no revenue increases, the Linux world will get increasingly hostile. Just as Sun controls Java, there will be one dominant Linux player, or the OS will get lost in standards committees, or it will become as fragmented as its daddy. IBM does not care if they sell MQS into Linux, NT, or AIX. But do you expect them to open source MQS or DB2?

To: Jerry Whlan who wrote (4666)	2/26/2000 2:02:00 AM
From: David R	Respond to of 5102

RE: they can no longer compete on price That is where I disagree. MSFT is squeezing the competition hard. MSMQ is free with NT Server and while not quite on par with MQS yet, it is closing the gap, and it is free. Their pricing of Exchange is killing Notes. Their pricing of SQL Server is slicing away at the low-end of Oracle. Their pricing of Active Directory will present problems for Novell. MSFT has the economy of scale that no other company enjoys. Every fortune 500 company that we have had discussions with is on Exchange or they have plans to get there. They all want NT based telephony. Most of them will go Active Directory (The Exchange shops will). The world hates MSFT. THe press is shoving Linux down our throats. I don't buy it. I say that 1 year from now, MSFT will have a substantially stronger lock on the corporate market than they do today. And their share price will double. Book mark this message and feel free to put it in my face on 2001.