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

To: ToySoldier who wrote (8806)	6/30/1998 4:32:00 PM
From: Bearded One	Read Replies (1) \| Respond to of 74651

hmmm -MSFT already working on NT5.1 when 5.0 is a year away from being out of the gates (pardon the pun). Come on, the answer is simple: Microsoft will skip 5.0 and release 5.1 first! After all, X.1's are always more stable and better running than X.0's, right? Actually, I think that Microsoft should release 5.0 on a Tuesday, 5.1 on Wednesday, and then add service packs on Thursday and Friday. Then IT can claim that they're installing Windows NT 5.1 service pack 2, which ought to be WAY more stable than 5.0.

To: ToySoldier who wrote (8806)	6/30/1998 5:17:00 PM
From: cheryl williamson	Read Replies (3) \| Respond to of 74651

ToySoldier, Glad to hear that this thread is not devoid of posters with common sense! Even MSFT's OWN CFO has stated that NT will gain acceptance in corporate computing "very slowly and gradually...". They don't plan on any big revenue from it right away. That should tell mozek something, but somehow I don't think it will.

To: ToySoldier who wrote (8806)	7/1/1998 10:33:00 AM
From: mozek	Read Replies (2) \| Respond to of 74651

Toy, If you want my reasoning, click on my alias, and you can read plenty of my prior posts. You'll see that, not only am I pro-MSFT, I work for MSFT, and I make no attempt to hide it. The fact that you heard somewhere Microsoft is working on 5.1 means nothing whatsoever. Do you even know what NT 5.1 is? I have many objective reasons for believing Microsoft will be successful over the next 10 years. I don't need to convince you or anyone, but I choose to post my beliefs at times. If you go back over the last 200 posts or so on this board, you'll get a good cross section of opinions. Rudedog, Ibexx, and others have contributed a great deal of objective info. Even Bearded One, although quite negative on Microsoft has managed to post some informative tidbits. We've tried to coax Cheryl into posting some objective info to no avail. Hal spouts meaningless, biased drivel though he's widely ignored. Every once in a while, we get someone like you who jumps on and says (paraphrased) "Man, Microsoft is overpriced and it's going down! I know a lot, and my friend says it doesn't look good. Since I've now established that it doesn't look good, everybody run for the exits!" Good luck, Mike

To: ToySoldier who wrote (8806)	7/2/1998 10:18:00 AM
From: rudedog	Respond to of 74651

Toy - The core work for what is now NT5 was begun just after the launch of NT3.5 (daytona). The work for 3.51 (the stability release for daytona) was also well underway before 3.5 was launched. NT4 was originally called the 'shell release' since the original goal was to get the user interface between NT and chicago (Win95) in synch. As NT4 work progressed, and as it became obvious that Win95 had deviated substantially from the Win32 APIs in some of its code (to preserve backward compatibility). the NT4 codeline took on a lot of additional functionality, and the work that eventually will become NT5 was adjusted. Are you a professional software developer? Do you know the intended market coverage for NT5, NT5.1 etc? Do you understand that released products are about a year after code freeze? If MSFT wants to bring out a 'stability release' for NT5 quickly, they need to have the work done for that release well before the product release for NT5. This does not mean that NT5 is junk, it means that some corner case fixes (and some stuff that will inevitably be missed in the first release) will have a vehicle already on the launch pad for quick entry into the market, without any unnecessary delay to the NT5 release which will provide significant benefits to more than 80% of current NT users. If your customers need features or capability that are not in the first release, they may be well advised to wait for the point release. If they can derive significant business benefit from NT5, they may want to suffer a little pain to get those benefits. Your post does not reveal much understanding of how the industry works, which is driven by where the money is. From a revenue standpoint, 'the enemy of the good is the better'. As an investor, I am more concerned with whether MSFT makes the best decisions to increase shareholder value.