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To: Mehrdad Arya who wrote (41626)	3/10/2000 12:04:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 45548

Mehrdad, I answered your question the way I read it.... and given the wording I took you to mean that MSFT vs PALM. I guess I'm having trouble keeping up with the revolving arguments. Gary, what is your opinion on MSFT vs PalmOS, do you still believe MSFT will eventually emulate the Palm platform? Do you also believe that MSFT even has a chance of dominating the Net-World. As I read it the second sentence was a follow on to the first. Now that I understand your position let me answer it more directly. I do agree that Microsoft has significant challenges in penetrating the server and application space in the carrier nets with W2K. No doubt the competitors there are strong (SUNW on the server side and IBM, LOTUS, and ORCL on the directory/UM side). I'm not sure where you get SONY (?), AOL/TWX, and NOK from... be that as it may I do agree that Microsoft has huge challenges in the core SP server space and I don't believe I ever said that MSFT will succeed in supplanting the likes of SUNW and HWP (whom you forgot in your list) in this market. I do however believe that MSFT will make some progress but this space represents a far greater challenge for them than does taking on PALM in the handheld market. For your information, MSFT has never been able to defeat Sun. For your information I didn't say they did... Let me repeat... ou mean to tell me SUN, LOTUS, NSCP, AAPL didn't have large market caps and weren't formidable competitors??? PALM - a premier league? I'm sorry but I can't even put PALM in the same league with the aforementioned companies of which MSFT took two to task pretty easily.