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


To: TTOSBT who wrote (10481)5/7/1998 4:33:00 PM
From: Punko  Read Replies (1) | Respond to of 10836
 
A broken up Msft would be a boon (not a drag) to the software industry.

The OS unit would be forced to compete on a more equal footing with other OS's such as linux, Rhapsody, Netware, etc., which are much better suited for many tasks than NT is.

The Apps Unit would find itself without the benefits it had enjoyed in the past...such as instant market share for subpar version 1.0 products (due to free or dirt cheap pricing or even integration with OS), as well as a healthy supply of seed money from the OS cash cow.

Consumers and corporate decision makers would be more inclined to buy the best OS for the job as opposed to the OS with the most free stuff bundled in.

Other Operating Systems would get a healthy boost, meaning software companies who differentiate themselves on their ability to run in multiple platforms would be in the driver's seat.

It would be a huge boost to open standards network computing, which is without a doubt the paradigm of the future. Oracle, Netscape, Inprise, IBM, Sun, Informix, and just about any company doing Java and CORBA would win big.

So would free enterprise (unlike what the Microsoft Marketing Machine is spewing) since the cost of entry would be reduced by Java's universality and deployment benefits and the likelihood of making and sustaining a profit would be greatly increased by the slaying of the BORG, which would be unable to coopt and then dump on the market any more promising technologies it wants to gain control of or take out of the picture.

Of course the likelihood of Msft being broken up is miniscule at this point. You've got too many windbags like Rush Limbaugh saying how the big bad government is using its muscle again to stand in the way of the free enterprise system, penalize success, fetter the market, blah blah blah... I can't believe people buy into this kind of horsecrap.