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

To: Zanga56 who wrote (38799)	2/29/2000 2:13:00 PM
From: Maverick	Respond to of 74651

ML:64-bit NT & Itanium may hurt SUN Excerpts from Merrill Lynch Survey: About 70% are positive on Microsoft?s prospects in enterprise computing. But Windows 2000 doesn?t look like it would seriously threaten Sun. We view NT (and Linux) as disruptive technologies that could cause Sun trouble in 2-4 years. ú Most users think the world is moving to a hybrid model of bricks and clicks. ú Our survey includes 50 American and 20 European CIOs. Do you think Microsoft will be successful in enterprise computing? Yes 72% No 28 ?Microsoft has the resources? ?Already are at the low end? ?Microsoft?s cost will be compelling? ?They don?t understand enterprise computing? ?Reputation for unreliable products hurts? Microsoft?s prospects in the enterprise are critical to the success of our server vendors. Many companies, including Unisys, Data General, Stratus, and even HP, moved away from Unix three years ago to embrace NT. Unfortunately, that bet was premature given the ensuing delays in NT and Merced. However, NT is probably a disruptive technology that will eat away at higher-end enterprise systems. If you are a Unix user, is your company interested in moving Unix work onto NT in the next few years? Yes 30% No 70 ?Yes, because of lower cost? ?We?ll use each depending on the application? ?Unix seems to be dying out? ?We will use Unix for big applications? ?We?re too far down the Unix path? ?Need to see NT develop to be convinced? The good news for Unix vendors, most notably Sun, is that Windows 2000 probably won?t seriously threaten Sun. Our last survey found few users expecting to replace Unix servers with W2K, and here we find 70% committed to Unix. The bad news is that Sun is on faces challenges. A 64-bit version of NT combined with the Intel Itanium chip offering ?good enough? reliability and scalability at one-third the price of Unix could cause Sun heartburn in 2-4 years. Will you upgrade your PCs to Windows 2000 in the next year? Yes 35% No 65 Will you upgrade your servers to Windows 2000 in the next year? Yes 30% No 70 Our last survey found just 20% of desktop users likely to move to W2K in the next year, a figure then supported by Gartner Group. This time the figure is better at 35%, which we attribute to a different survey base. The consensus view now is that W2K will not take the world by storm; more users are likely to upgrade in 2001 than 2000.

To: Zanga56 who wrote (38799)	2/29/2000 2:17:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

Zanga56, what announcement do you expect?

To: Zanga56 who wrote (38799)	2/29/2000 6:49:00 PM
From: Frank Ellis Morris	Respond to of 74651

There is going to be an announcement very soon, 1 to 2 days which will rocket this beaten down dog to the levels that it belongs. It is just too ovelsold compared to all other tech stocks that have PE's 2x to 3x of MSFT's. This is just a hunch on my part<< The announcement will probably be that there will be more insiders selling because they are pissed off that the sham and fear goes on and on and no news at all makes this beatened down stock go up. Microsoft goes down when the Nasdaq is up and goes down when the Nasdaq is down. Just can't friggin win.. People are tired of the stock not participating in the Nasdaq rally and are tired of asking why. Now they sell and ask later. Maybe shareholders of Microsoft should make a trip to the DOJ and Judge Jackson and shout shame shame shame to all who have participated in the legal attacks against Microsoft and the plunge which is now apart of the whole sick process. Maybe we should e-mail the press and tell them why the vote will be for a Republican president in the next election. Frank