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

To: alydar who wrote (50062)	9/26/2000 9:43:56 PM
From: Ian@SI	Respond to of 74651

Bob, Sun engineers very expensive hardware servers. MSFT / INTC will cut the price corporations pay by at least a factor of 4. Sun won't maintain its market share. Nor will it maintain its margins. Balmer has set MSFT's sites on the enterprise server market. SUNW's got at most another year before its decline is evident, even to you. JMHO, Ian.

To: alydar who wrote (50062)	9/26/2000 9:48:37 PM
From: Proud_Infidel	Respond to of 74651

Therefore, all the PC box makers have different configured servers. This horizontal manfacturing philosophy products inferior products to companies that are vertically integrated. One benefit of vertical integration is that it is cheaper to bring product to market. SUNW is almost completely vertically integrated. It is much easier, faster and ultimately cheaper to design and manufacture products with this method. Simply not true. Compare machines running INTC processors with Win2000 versus Solaris. Solaris is about 4X more expensive with no appreciable increase in performance. If vertical integration is truly the way to go, why doesn't MSFT build the entire machine....or INTC for that matter? Solaris is better than WinDataCenter. So let me get this straight, you took a test run of DataCenter the day it was announced? My bet is that the stock is down If you had made this same bet 6 months ago, you would have made good money. Bet this way now, and you will have your head handed to you. Enough with the rhetoric already, along with the unsubstantiated claims. Reserve those for the SUNW thread. BK

To: alydar who wrote (50062)	9/27/2000 2:51:49 PM
From: rudedog	Read Replies (2) \| Respond to of 74651

Bob - It seems you have not taken a close look at the datacenter offering. Take a look at winsupersite.com Some of the details of the program would seem to contradict your assertions. In particular: Even if MSFT could someday manufacture Win2000 to be as stable as Solaris, they have no control over the hardware. From the article: But it's arguable that the most important feature of Datacenter isn't even part of the OS: To offer customers an end-to-end solution comprising hardware, software, and support, Microsoft has joined with its first-tier hardware partners to create the Windows Datacenter Program (WDP). The WDP requires that Datacenter is only obtained when loaded onto a server that's built by one of these PC makers. So customers won't be able to purchase Datacenter at retail and install it on homebrew hardware. Instead, Datacenter will be bundled only with that hardware that has passed Microsoft's rigorous testing and certification process, giving customers a guaranteed, highly reliable solution. So the WDP provides a single entry point for support and service, ending confusion about which solutions supplier is required to support the customer. I'm sure that companies like HP and CPQ, who have their own completely integrated vertical lines, understand the requirements in that market. As far as price, it seems pretty obvious that these solutions will be less than half the price of competing RISC Unix solutions, so the supposed cost benefits of vertical integration do not appear to have moved to the customer's bottom line. You also say Today was to be a tremendous day for MSFT new product introductions. But take a deeper look. Solaris is better than WinDataCenter. Oracle 8i is better than SQL. ORCL application server is better than MSFT's. OS is going to be given away for free (i.e., go to RDHT). Do you have any objective data to support those claims? SQL Server appears to be outperforming Oracle 8i... tpc.org shows MSFT with the top 5 in performance with 4 of those on SQL server. As far as Solaris being better than Datacenter, I doubt there is enough objective data to make that claim, but on what metrics would you evaluate them? Reliability? Features?