Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charles Hughes who wrote (11036)	6/7/1998 3:08:00 AM
From: treetopflier	Respond to of 14631

UNIX vs. NT They'll both win. Ultimately a tremendous amount of both will be sold and the vaste majority of revenues from NT and related sales will go to the Wintel cartel, while the UNIX sales will increasingly go the surviving HW vendors (IBM, SUNW, HP and NCR) and DB/Tools vendors with major market shares plus apps and consulting. This is a fairly esoteric debate. The IT industry in two years will be $1T according to Gartner. Microsoft and the major UNIX players will ALL get rich, so will IBM. By 2005 there will really only be three major 'players': IBM, Wintel (includes the Dell's, Compaqs, Symantec's etc. that exist today) and another major UNIX/software company, which like it or not, based on market presence is likely to be some virtual combination of Sun/Oracle. HP isn't serious enough about UNIX to claim a majority of mktshare and neither is NCR. I sold jointly with all of them for three years and while they all have competent UNIX implementations, Sun has killer instinct and is priced to sell. ALL OF THE MAJORITY MARKETSHARE PLAYERS in these three 'architectures' will make substantial $$$ over the next 7 years, barring a long Y2K hiuccup. The trick is to avoid the vendors that have had missteps that cost them their opportunity to continue playing the game. There was an interesting post on the SYBS thread about how to maximize shareholder value in light of dire financial circumstances by dividing the company. Maybe it is an option for IFMX to consider also. NT vs. UNIX vs. IBM, after the bell rings they all retreat to their corners and come back for another round... We all buy more beer and popcorn and anxiously await the outcome. This prize fight has been going on for 15 years -- don't you know they get paid by the round? Just so happens IBM gets more per round, thats all. The big get bigger. Bye low, sell high...

To: Charles Hughes who wrote (11036)	6/7/1998 11:04:00 AM
From: Mark Finger	Read Replies (1) \| Respond to of 14631

>> I think most NT DB folks are only marginally aware that the NT >>IFMX offering exists. I for one have no idea what features it has. >>Does it have datablades? Does it do multiprocessor NT? Don't ask >>me. I have never been mailed a damn thing about it, and I am >>pretty public about this stuff, have been an IFMX VAR, and have >>worked with their sales dept to bring them into clients to try to make >>sales. You'd think they would at least send a product summary. >>(Hey folks, wake up.) Most of your questions have a positive answer. One way to really find out more is to look at the IFMX documentation. They have complete sets on-line in PDF format. That way you can really read what they can do and how to do it. The docs also have some good discussions of theory. (go down the News line). Mark