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

To: dybdahl who wrote (66714)	4/4/2002 1:20:38 PM
From: alydar	Read Replies (2) \| Respond to of 74651

hi dyb, i look at it a little bit differently. back in 95 when netscape introduced their browser msft saw that as their main threat. instead, it was actually products such as databases and internet applications. imjo, msft made a huge mistake by going after netscape instead of orcl, sap, psft, sebl, among the other niche internet software applications providers. their purchase of great plains was a catch up plan but has not introduced anything innovative to date. life is about choices and msft chose to attack a poor little startup in netscape. this was a huge mistake and they should have focused their efforts on large enterprise applications. they did not and will pay the price. they may decide to buy their way into this segment but it will cost them dearly and they still will be playing catchup. companies do not sell when things are going well. companies like sebl, itwo, manu, cmrc, arba, etc. are buyout candidates. rocky.

To: dybdahl who wrote (66714)	4/4/2002 2:38:20 PM
From: Brian Sullivan	Read Replies (1) \| Respond to of 74651

Ah yes, If only a Scandinavian was in charge then everything would be peachy keen. Let's see: Microsoft: No Scandinavian in charge Very Bad. FreeBSD: Superior to Linux but no Scandinavian in charge. Linux: Linus Torvalds a Scandinavian is in charge Very Good.

To: dybdahl who wrote (66714)	4/4/2002 6:46:49 PM
From: Rusty Johnson	Respond to of 74651

Blade Servers Sharpen Data Revolution Forbes Lisa DiCarlo, 04.04.02 NEW YORK - The emerging market for so-called "blade" computer servers picked up steam this week, as Dell Computer became the latest company to introduce products for the sector. But what exactly are blade servers--and are the changes and improvements they promise worthy of the hype? In a word, yes. Every major computer company has either already begun selling blade servers or has plans to do so. ... We reported earlier this year that Los Alamos National Laboratory concluded that 24 racks of blade servers running Linux software could perform six trillion operations per second, equal to a $45 million supercomputer from Compaq Computer (nyse: CPQ - news - people ). It's those types of numbers that attracted Credit Suisse First Boston to eGenera, which makes blade servers that run Linux. In 2000, the Bedford, Mass.-based startup had been in the process of securing an investment from CSFB's private-equity division. That group was so impressed with the technology that it brought it to the attention of its own IT department and Steve Yatko, CSFB's chief technology officer of securities IT. Yatko says the eGenera systems are better than ones from more established players because they have sophisticated technology called clustering and fault tolerance. Blade servers in general, because of their small size, take up less floor space in the data center, so the processing power per square foot is increased significantly. IDC said in its report that "these enhancements are becoming increasingly important to Internet-centric businesses, and within five years IDC expects demand for server blades to explode." ... As the market and the technology matures, blade servers could put pressure on pricier midrange systems. When deployed on a wide scale, customers can save money as they desperately try to cut operating and capital expenses. Seismic changes like these don't happen very often in the multibillion-dollar server industry. Microsoft ... got TOAST?