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

To: RobertHChaney who wrote (46110)	9/2/2001 7:08:28 PM
From: paul_philp	Read Replies (1) \| Respond to of 54805

Robert,extent of collateral damage caused by 64-bit Linux tornado I believe that the UNIX hardware vendors are facing a classic Innovator's Dilemma and the likely outcome is that they will continue to go upmarket chasing margins. Sun tried to get ahead of this curve by acquiring Cobalt but I suspect they will try to force Cobalt's margins up and announce a high-end Sparc-based Cobalt box. Ironically, Sun may be Dec'ed. I think that NT will be harmed by the Linux rush. NT will remain the departmental server operating system but will never gain traction at the higher end. Microsoft's anti-Java stance will hurt them here - I believe. Of all the battles Microsoft is fighting I think NT is the only one where it is at a disadvantage. Servers don't need GUIs so the Windows franchise buys little. First, .NET is still .When, .Maybe and .WhatIsItExactlyAnyways. Given that Microsoft will sort all these questions out over time (they WILL sort them out) .NET will be more focused on 'user services' and not on the 'server service' you see in the Linux world. Eventually, Linux/J2EE/BEA will clash with Microsoft in one mighty battle. Look who wins either way - Intel. Paul