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

To: Javelyn Bjoli who wrote (9951)	3/17/1998 5:09:00 PM
From: Punko	Read Replies (2) \| Respond to of 14631

SAP Plans software for Network Computers....Another endorsement of network computing: firstnews.us.oracle.com Also check out Oracle's recent big NCI win over Microsoft at Cable and Wireless: biz.yahoo.com Oh, and did you hear about how the Justice Department and several states are broadening their antitrust investigations against Microsoft to include Java? biz.yahoo.com What's bad for Microsoft is good for Informix. Regarding a Microsoft venture into network computing, I have a difficult time imagining Microsoft doing true network computing. Hydra and Windows CE is still a closed/proprietary Microsoft solution. One of network computing's main benefits is to make the client (and client OS) irrelevant, open, and free. If a device can run a JVM (which is free to the consumer and open to developers), it can be a network computer. Microsoft is good at what they do, but can Windows CE go anywhere a JVM can go? Even if it can, do developers have as great an incentive to take it there? Can it give the world the economic benefits of a completely free and open platform, while at the same time netting Microsoft more $$$ than it cannibalizes from fat Windows sales? What would this do to the Msft business model, which is heavily dependent upon selling new client-side operating systems and churning existing Windows users to continue achieving its lofty target growth rates and justify that astronomical PE. What's in it for Informix? As long as SQL Server and NT can not handle the scalability, reliability, and security demands of a nc architecture, Informix has an opportunity that Microsoft can't touch. This won't last forever, though, since Microsoft will address those problems at some point. Nonetheless, as bandwidth gets better and as apps servers become more scalable, the nc value proposition grows, placing greater premiums on Informix's top-shelf data servers.