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 : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Chemsync who wrote (8874)	1/20/1998 10:33:00 AM
From: Mark Finger	Respond to of 14631

The article is comparing apples and oranges. The Microsoft price quoted is for the workgroup server. Whereas the other price ($750) is the discounted Unix price for enterprise level systems. Microsoft now has a much higher priced "enterprise" server, but that is still on NT (hardly considered an enterprise OS). Further, each of the Big boys has a price competitive product for the Microsoft products. The Informix one is $195 per user (no server price) and that is a list price, not the discounted one. Part of the reduced growth rate is the reduction in the enterprise average prices, which have been dropping for some time (faster in the last year or 2, but part of a longer trend). If you have a 10% decrease in average selling price, it will be a 12-15% reduction in growth rate (depending on the growth rate). This alone may account for the reduced growth rate. To answer the question, one may need to be to examine the number of "seats" sold in each OS.