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Technology Stocks : BORL: Time to BUY! -- Ignore unavailable to you. Want to Upgrade?

To: David Miller who wrote (9508)	3/19/1998 9:13:00 PM
From: David R	Read Replies (1) \| Respond to of 10836

NT is not quire ready for prime time in terms of enterprise scalability and reliability. SQL promises to support 1B transactiosn a day, but not today. DCOM wire will be "stretched" in NT 5.0 to make it more reliable (I seriously doubt DCOM will replace CORBA). I do not doubt that MSFT will poor tons of money into the enterprise. But you can not buy that market. Unless and until NT can scale (way beyond 4 CPU's), can cluster, is 100% fault tolerant (HW and SW), and can support real-time mission critical transaction processing, MSFT will not have a significant presence in enterprise. Why, because they will not build a standards based enterprise tool. Only a 100% MSFT tool. MSFT does not understand the enterpise. When the SS7 telephony network backbone moves to NT based SCP's then the rest of the world is in trouble. While that is Master Bill's pipe dream, don't hold your breath.