Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: paul_philp who wrote (46105)	9/2/2001 6:39:05 PM
From: RobertHChaney	Read Replies (1) \| Respond to of 54805

Paul - What would be extent of collateral damage caused by 64-bit Linux tornado, in reduced market share or impaired initiatives of the following: -Unix server manufacturers -Microsoft NT and .NET -Others? Also, which other companies might seriously benefit? Robert

To: paul_philp who wrote (46105)	10/4/2001 4:17:46 PM
From: RobertHChaney	Read Replies (1) \| Respond to of 54805

Paul - The new MSFT software license pricing policy may help accelerate your 64-bit Linux tornado theory. In my consulting work I have started to call this the coming 64-bit Linux tornado which will drive adoption of the IA64 architecture. Why Linux? 1) It is a 'good enough' Unix for most applications and as been well tested in higher end application in the bowling alley. 2) Most applications do benefit from the performance improvement of having 64-bit addressable memory space. 3) Total cost of ownership for a Intel-based Linux server is 30% - 40% of the Unix sever. 4) It is being driven by eBusiness applications and the web-site folks have been using Linux happily for a long time. This new article describes some of the problems facing MSFT's new pricing policy, and how it may push customers toward Linux. I think this could be especially true in the enterprise server area. news.cnet.com Robert