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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: TGPTNDR who wrote (103838)	10/28/2003 6:50:30 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 275872

pricing for msft office lately is an indication of msft fear of open office too. MS office is $50/user for the entire suite in some of my shops. I think this war with open source has really eroded msft as the only key driver for every piece of hardware being bought. People want hardware that can do many things... they are imagining a future without msft, even if they never achieve that aim, even at the desktop level. Price reductions on Opteron today.

To: TGPTNDR who wrote (103838)	10/28/2003 10:50:10 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

tgp, You're looking at it from the wrong direction. Iff the Opteron servers are as good as they seem to be they'll quickly take 40% of the X86 server market. Please note that over 50% of the web server market is now running Linux/Apache. That's a market where INTC makes much of it's BUCKS and one where MS can't continue to lose market share. From what I read, all of the market share that Linux gained was from weak Unix competitors. As far as web servers out there, the beginning of competition did not have Microsoft at 100% and Linux at 0%. It was more like Microsoft at 0%, Unix at 100%, Linux at 0%. But with most of them (except Solaris) out of the way, it will look more like a 2-way fight between Microsoft and Linux from now on. Joe