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

To: Tony Viola who wrote (47112)	6/21/2000 4:33:00 PM
From: david_si	Read Replies (3) \| Respond to of 74651

Windows 2000 Data Center 64 bit... I just tried out a prerelease copy of this 64-bit Windows running on Intel's unreleased Merced chip (P7). With the Windows2000/SQLServer2000 combination already beating Sun/Oracle performance for thousands/millions less money, it will REALLY be something when 64-bit Windows/SQL solutions are available. Windows/SQL will scream on Intel.

To: Tony Viola who wrote (47112)	6/21/2000 4:49:00 PM
From: Proud_Infidel	Respond to of 74651

Survey Says Quarter of Firms to Buy Windows 2000/NT Client Machines June 21, 2000 (TOKYO) -- A total of 27.8 percent of companies say that they will buy PCs (client machines) running on the Windows 2000 or Windows NT operating systems this fiscal year, according to a survey conducted in April by Nikkei Market Access. The survey, which examines ways in which corporations are using PCs, shows that Microsoft Windows 2000/NT machines are now the preferred choice for a full quarter of Japan's businesses. In fact, this year's survey results point to a steady rise in the software's popularity. In previous surveys the corresponding figures for Windows 2000 and Windows NT combined were 14.1 percent (April 1998) and 18.8 percent (April 1999). A detailed breakdown of the figures shows that 17.2 percent of companies said they would introduce Windows 2000 machines over the next year, while 10.6 percent said they would mostly opt for Windows NT 4.0 models. Microsoft's Windows 2000 has been very fast to take off, overtaking Windows NT 4.0 after being on sale for a year. Windows 98 registered 44.1 percent in the survey, meaning that two years since its launch it has jumped ahead of its predecessor, Windows 95, in terms of its popularity among business buyers. Moving away from future purchasing plans to look at the machines that companies are already using, Windows 95 is still ahead of its successors. As of March 2000, Windows 95 models accounted for 67.0 percent of the total number of machines in use. The survey anticipates that Windows 95 will still be the OS in 54.9 percent of the total number of PCs in use in March 2001. Corresponding estimates for Windows 98, Windows NT 4.0 and Windows 2000 as a percentage of the number of machines actually being used in March next year are 16.6 percent, 15.1 percent and 9.6 percent, respectively. Another of the survey's findings shows that corporate interest in adopting Linux as an OS for client machines is waning quite sharply. In the previous survey, 33.3 percent of corporations listed on Japan's stock exchanges responded that they were "interested" in Linux's potential. Also, in the latest survey, UNIX only managed to register an "interested" response from 11.5 percent of those same businesses. Survey Method Survey subjects: PC purchasing managers at 3,369 companies either listed on one of the nation's stock exchanges or which have stocks that are publicly traded. Survey period: April 2000 Survey method: Postal mailings Responses: Responses were received from 921 companies (a response rate of 27.3 percent). Of these, 667 were from listed companies and 254 from companies traded on the over-the-counter market. (In previous surveys only listed companies were included, but this year's was expanded to include other publicly traded firms). Table: Main OS for new machines that companies intend to purchase over the next year (by percentage of companies): OS 1998 1999 2000 Windows 95 51.6 45.0 22.0 Windows 98 28.3 34.5 44.1 Windows Me -- -- 2.7 Windows NT4.0 8.6 12.6 10.6 Windows 2000 5.5 6.2 17.2 Other/No response 6.0 1.6 3.2 Related stories: Japanese Enterprise Users Prefer Windows 95: Survey Windows 2000 Professional to Be Highly Popular, Survey Says (Shinya Sakaki, Nikkei Market Access)

To: Tony Viola who wrote (47112)	6/21/2000 5:06:00 PM
From: keithsha	Read Replies (1) \| Respond to of 74651

Tony, Lots of Sun Switchers in the financial community Swiss Exchange Chicago Stock Exchange NASDAQ Credit Suisse First Boston Corp Quote.com Merrill Lynch Southwest Securities DeanWitter.com Keithsha

To: Tony Viola who wrote (47112)	6/21/2000 6:44:00 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 74651

Hi Tony, 35% YOY.<eom>

To: Tony Viola who wrote (47112)	6/22/2000 7:03:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 74651

>industry standard servers' >sales (Intel based) are growing at >about a 33% YOY clip. How about Sun servers? don't forget these numbers are going to be beaten as soon as Itanium kicks in, and it's gonna be Monterey, W2K, Novell Modesto, HP-UX, and Trillian. NO SOLARIS. I believe, as a vertically integrated company Sun Micro has seen their best days. They are not as good as big blue in the mainframe space and they just haven't got the economy of scale of Wintel. So unless you are religious why would you want Sun. From my part I will continue doing spread sheet and e-mail using my PC (Intel inside) with M$FT on it, I just don't believe that my cell phone or my dish washer is good enough for the job.