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 : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (8370)	6/9/1998 7:45:00 PM
From: treetopflier	Respond to of 74651

* IBM purchases Lotus * Seemed stupid at the time didn't it, what the aging old warrior purchasing a MSFT victim. While you debate about SUNW and MSFT, ultimately both of whom will do well, IBM rewrites the Lotus application suite to run as Java applets, continues to sell more DB2 and continues to deploy linearly scalable backends, e.g. SP2. They have proven they can scale the AS400 environment beyond what I ever thought they could, continue to sell mainframes and associated software well in excess of Sun and Wintel and are growing their consulting organization by 20,000 this year alone. Seems worthy of our competitive attention, doesn't it? IBM might yet become the $100B company they were headed towards prior to the anti-trust actions against them since they aren't in these gunsights anymore... Ultimately the $1T to be spent on IT by 2000 will go in all three directions, Microsoft, Sun and IBM. IBM just gets more of it, that's all. Evangelism is good...ice cream is better. Buy Dove Bars. Fly low, sell high...

To: rudedog who wrote (8370)	6/9/1998 9:41:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 74651

rudedog, Still searching the server sales... Here's the Ultra's: The Ultra-5/10s (the $2-10K machines) are running at manufacturing capacity. The demand is higher than production rate by about 40%/quarter. (40% of the order/quarter is backlogged). Ultra 5/10s, offered at prices competitive with PC's, were just announced a few months ago, so manufacturing is just ramping up. The actual numbers will be small, but growing rapidly as they gradually take away from NT sales. Source: SMI Anecdotal evidence from some sys ads: Some sites are replacing NT servers & workstations with PC's running Unix and some are going with Sun Ultra 5/10's because of superior performance & reliability. Many NT servers have been installed & configured, but are not on- line because of reliability problems. Some sys ads have reported that they are actually still running their apps. on Unix servers w/NT running but not hooked up. Some of the new NT installations are bogged down & not actually running past the test phase because of implementation difficulties.