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

To: Ibexx who wrote (5179)	2/18/1998 8:06:00 PM
From: Flair	Read Replies (1) \| Respond to of 74651

Ibexx, FedEx, the previously claimed success story of NC, now becomes a backfire to NC groups. I believe that eventually only IBM has enough muscle (software, hardware, service, and marketing) to convince some fortune-500 companies to buy NC products.

To: Ibexx who wrote (5179)	2/18/1998 10:13:00 PM
From: WeisbrichA	Read Replies (1) \| Respond to of 74651

IBX, It is not about initial cost. It is about TCO (Total Cost of Ownership), security and control. That includes a lot more than the $1k initial cost of PC. TCO for a PC has been estimated from $6k to $8.5K. Talk to some IS folks about control . They don't like putting out little fires all over the place (as one frequently finds with PC clients). MSFT is hedging on this one big time. Already has base, but just made BIG deal with Citrix for license for major parts of PiCasso, CTXS's thin server software. Also, dumb(text) terminals may be dead except for high transaction rate applications. RW

To: Ibexx who wrote (5179)	2/22/1998 8:26:00 PM
From: Flair	Read Replies (1) \| Respond to of 74651

Ibexx & all, - "Windows 98 release candidate on deck" infoworld.com By Bob Trott InfoWorld Electric Posted at 5:04 PM PT, Feb 20, 1998 Windows 98 is almost good to go. Microsoft plans to distribute Release Candidate 0 (RC-0) of Windows 98 next week to beta testers, a spokesperson said Friday. The release of RC-0 usually is an indication that the operating system is virtually feature-complete. Microsoft has highlighted the second quarter of 1998 for delivery of Windows 98, which was originally slated for release last year. With the release candidate debuting this week, the final ship could be as early as April or May. Windows 98 will feature complete integration with Internet Explorer 4.0, a plethora of Windows 95 bug fixes, upgrade aids, Universal Serial Bus support, digital video disc support, and a Registry scan and repair tool. The upgrade to Windows 95 will be the last in the Windows 9x line, according to Microsoft Chairman Bill Gates and other company officials. Microsoft plans to focus future OS development on Windows NT. Earlier this week, Microsoft began selling consumer versions of Beta 3, which was released to testers in December. CDs of the beta are available to home users for $29.95.

To: Ibexx who wrote (5179)	2/22/1998 9:02:00 PM
From: Flair	Read Replies (2) \| Respond to of 74651

Ibexx & all, - "Synopsys' main EDA products on Windows NT" news.com ............................................... While other high-end chip design vendors, notably Cadence and Mentor, have already agreed to port their wares to the Windows operating system, Synopsys' products occupy a strong position in the upper technological tier of the market. The company's Synthesis product, for instance, commands approximately 85 percent of the market for sophisticated chip design, according to some estimates. "This is very important in that they are one of the three main EDA companies. It is not possible to have a solution without the three main tools vendors," said Daya Nadamuni, industry analyst at Dataquest. "Synopsys is the last major EDA vendor to move to NT." ................................................... P.S. EDA tools are the most important applications for engineers to use workstations. Actually, Compaq, DEC (Alpha) and Dell donated many their Windows NT workstations to companies like Cadence and Synopsys, and asked them to port EDA tools to Windows NT. P.S. Synopsys' logic circuit synthesis tools dominates 85% market share.