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

To: Lee L. who wrote (10654)	5/1/1998 9:29:00 PM
From: Lou	Respond to of 14631

Long ago IBM was barred from pre-announcement to settle them down. Maybe this is what Micro-Soft needs. The end result might let other players have a fair chance in the market place. Had those restrictions not been applied, we may still have 80 column punched cards with two columns set aside for a two digit year. With an 80 position record, you sure didn't waste two columns with a redundant 19. Whoever thought 20 came after 19?

To: Lee L. who wrote (10654)	5/3/1998 6:32:00 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 14631

Lee L, + NT-only. How limiting is this in your opinion? Personally, I don't ever see UNIX going away at the high-end. IFMX does both. + MSFT's business model. I don't think MSFT will ever provide the kind of sales and service that corporate buyers require. As far as msft being NT only, for new business, this seems to be coming down to the price of the hardware. If Sun can keep their prices down then you are right, unix won't go away. But for a time there last year the Dell NT servers were 40% less than anything Sun had - my sense is that is just too much incentive to dump unix. The msft business model is a problem you are correct there. Orcl has all these consulting services available... but what I don't know is, how much of this shortfall can be absorbed by the apps vendors? Much of it will be I suspect. Psft will just add a "dbms core technology" group in their consulting arm - just more revenue for them. That group will do tuning etc. So, imo neither of these issues will completely block the msft threat, but they are impediments to msfts complete control of the enterprise for sure. Michelle