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 : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Justin Banks who wrote (16920)	1/31/1998 11:10:00 PM
From: Bill Jackson	Read Replies (2) \| Respond to of 24154

Justin, I think NT will be able to do that in 1999, NT keeps advancing. What does SUN OS do that it did not do last year? Why is SUN oS in decline? Is it just the huge bunch of software that NT will run?, or is the extra high price of SUN stuff(on recently did the price drop) I think it is a broad encroachment on SUN OS by NT on all fronts. It is going to catch up and beat it on software runnable, price, and it will get good enough at striped drives, memory and multiprocessors to get share and keep it. This will continue to erode SUN and soon it will be AAPL all over again. SUN must change this year to survive. If not it will fall and abuyer will emerge who will make the needed changes. I think McNealey had better change his company hisself, rather that see others do it. Waht is more humiliating than getting kicked out or going broke for being too staid to adapt, especially in the computer business where change is perennial. Is he still looking for trophy dollies? Bill

To: Justin Banks who wrote (16920)	2/1/1998 12:01:00 AM
From: Scott Pease	Read Replies (1) \| Respond to of 24154

Try running a 128 proc. NT box with 32 GB ram and 10TB stiped disks for a good example. I'm pretty sure Tandem (nee Compaq) offers this right now, and I remember reading something recently about NEC going to built a mainframe running N-way Merced on NT. Its all about economies of scale. Sun, Digital, SGI, SCO, IBM, HP, etc. had a big chance in the 80s to solidify Unix in the mainstream. There were a number of Sun and HP clones (DataGeneral, Apollo, Ross, etc) but they never really took off. Internal squabbling and inability to bring down price points has let Wintel get their foot in the Enterprise computing door. Microsoft and Intel don't seem to give up if they consider their target critical. NOISE doesn't seem to have this attitude. Look at Oracle's recent redeployment of their InterOffice (or whatever it was called) set of apps. It was "supposed" to be a competitor to Office. Meanwhile, Microsoft keeps plugging along with SQL Server, no one is saying SQL 6.5 is really enterprise ready, but its only a few years off now. Its so much easier to standardize on one "environment" across the enterprise. Yes, this is the 'no one gets fire for buying IBM' mentality, but one thing to think about for those who think the next generation computing will do to Wintel what Wintel did to IBM : most companies nowadays already have a computing infrastructure in place, whereas in the late 70s and early 80s you either had a mainframe and terminals or you had a bunch of typewriters. Very few places went in wholesale and replaced their "old" system with something new. And the longer NOISE takes to think up their whole network-computing paradigm, the more Wintel platforms will be deployed and entrenched...