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To: MythMan who wrote (28278)	4/21/2000 6:46:00 PM
From: KyrosL	Read Replies (1) \| Respond to of 42523

MM, there are two trends that pose a great threat to MSFT: 1. Home systems are slowly but surely becoming "internet access appliances" without the need of elaborate and complex operating systems like Windows. For example, the coming Playstation 2 from Sony. 2. Centralized servers are proliferating and are increasingly running on lean and mean and free Unix derivatives like Linux. There is a compelling case for server operating systems that can be replicated for free. I believe Yahoo is running on free BSD, for example.

To: MythMan who wrote (28278)	4/21/2000 8:07:00 PM
From: advinfo	Read Replies (1) \| Respond to of 42523

high end chips are used for servers, not pc's Where do you draw the line on high-end...500 or 700 mhz and above now? There are a lot of sw developers and gamers that constantly push the speed limit on their PC's, but I agree these aren't your mainstream internet, spreadsheet, and word processor users. I'm running dual PII-450's on my desktop, that was considered high-end no too long ago. Windows is on every PC sold But not on every mac/imac, I wonder what kind of market share numbers they are posting these days. I saw a lot of Corp purchases last year I'm not trying to beat a dead horse but could this be more Y2K spill over? Also, could it be that the speed has exceeded practical need for now, having an adverse effect on the corp numbers? If they say sales are sluggish, it's true How many times have we seen MSFT and INTC sand bag and then blow away the (reduced)estimtes? Reduced estimates combined with some meaningful Win 2K sales this summer could provide some much needed momentum to their story.