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

To: Charles T. Russell who wrote (47150)	6/22/2000 1:36:00 PM
From: alydar	Read Replies (2) \| Respond to of 74651

Thursday, June 22, 2000 -- 6/22/2000 1:13:28 PM MSFT.Net: not until 2002 Microsoft (msft: news, chart) layed out a tentative timeline for its new Microsfot.Net platform (See 12:37, 12:55 items.) The first version of the platform will be ready in 2001. The first full version will not be available until 2002 or beyond. ?This is far more ambitious than anything we?ve done in the past,? Gates said. ?You could say it?s a bet-the-company thing.? Microsoft is up 5/8, or 0.8 percent, to 81 5/16. I thought WIN2000 was "bet the company" product. Currently,I am confused by Mr. Gates statements. Which is it, WIN2000, Microsoft.Net, MSN, WINME, Windows Consumer, Windows Server. Forget it, what is platform they are banking their future on. Very confusing; will my new internet appliance (i.e., may a wintel pc) be compatable with all these different platforms? I hope so or else MSFT is going to have many pissed off customers.

To: Charles T. Russell who wrote (47150)	6/22/2000 2:05:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 74651

Exactly.... This "religious war" manatra between wintel & sun is getting tiresome each has it's market each will prosper and the overlap is much smaller than misinformed investors think I am not buying a E10K with 16 Dynamically Partitioned areas vs a 8-way Itanium win2000 server Not in the same league Not even in the same market wake up people, and get informed, else go buy mutual funds BFN Jean

To: Charles T. Russell who wrote (47150)	6/22/2000 2:45:00 PM
From: Tony Viola	Read Replies (4) \| Respond to of 74651

A list of important companies that Sun is in competition with might be: Intel, Microsoft, IBM, HP, Compaq and Dell. Secondarily, there are Unisys, Fujitsu, Hitachi, Bull, SGI and others that would love to steal market share from them. The sheer number, size and resources of these companies would make me very nervous, if I were a SUNW holder. Sun does have a few companies, like TI and Oracle, that they're allied with, true, but it could become like Custer at Little Big Horn, eventually. JMHO. Tony

To: Charles T. Russell who wrote (47150)	6/23/2000 9:07:00 AM
From: rudedog	Read Replies (1) \| Respond to of 74651

Charles - re: "They are many, many, many times faster than anything Wintel can muster at this stage of the game." I would like to know what you are basing this on. The UE10000 set up as a 64 way has about twice the performance of an Intel-based 8-way, and costs about 5 times as much. You do the math... The benefits of the Sun architecture are in systems management and partitioning, not in raw performance. But Jean's comment is also accurate - Wintel and Sun products don't have much market overlap, despite the hype.