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

To: Michael P. Michaud who wrote (72125)	8/10/2002 10:45:53 PM
From: jonkai	Read Replies (1) \| Respond to of 74651

5{-------- you want about the blinders, head in the sand, bla bla bla, but i think that this cbs marketwatch article says it all: trying to measure free open source shipments, by the money generated in sales is..... less than forthright..... unit shipments and downloads would be more useful.... and IBM says that Linux shipments and downloads are sky rocketing..... from an excerpt from another article.... Message 17860891 I.B.M., one of the biggest backers of the Linux movement, says it has been recording double-digit and even triple-digit growth in its Linux business in the last year. so you might say what you want about blinders, but you best also do some looking around too.... jon.

To: Michael P. Michaud who wrote (72125)	8/11/2002 4:45:24 AM
From: dybdahl	Read Replies (1) \| Respond to of 74651

He probably means desktop OS standard. On servers, I'd say that Linux is the de facto standard today, with Microsoft solutions being the expensive alternative for those that can afford it.

To: Michael P. Michaud who wrote (72125)	8/11/2002 7:25:30 PM
From: jonkai	Read Replies (1) \| Respond to of 74651

this cbs marketwatch article says it all: Linux software sales have fallen, too. According to research firm IDC, worldwide Linux software sales in 2001 amounted to $80 million, a 5 percent drop from 2000. By contrast IDC estimates that Microsoft increased its Windows server shipments in 2001 by 17 percent over 2000.>>> actually the article didn't say it all, it left off an important bit of information....... if you look at this article, it finishes where that article left off..... investor.cnet.com a low [number] in large part because the core Linux software, called the kernel, is free, said IDC's Al Gillen. About one-fifth of server computers shipped last year used Linux, unchanged from 2000. that's 20% of ALL server computers, not even including UNIX computers shipped..... MSFT units shipped is really down, at least in web hosting computers, not up by 17%, MSFT raised prices to get that 17% in revenues, but MSFT has been losing about 1% a month of market share of units running web sites that are up and active.... ever since the code red worm came out.... when people became fed up with MSFT's buggy hacker ridden software.... and CODE red worm was the trigger.... another worm like that.... and MSFT's market share will drop even quicker.... jon.